Retirement plan

SUSIVIEN C. MARTINEZ, D.M.D., INC. 401(K) SAFE HARBOR PLAN

Name: SUSIVIEN C. MARTINEZ, D.M.D., INC. - SUSIVIEN C. MARTINEZ, D.M.D., INC. 401(K) SAFE HARBOR PLAN (2022) Form 5500
Creator: SUSIVIEN C. MARTINEZ, D.M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUSIVIEN C. MARTINEZ, D.M.D., INC. 401(K) SAFE HARBOR PLAN, SUSIVIEN C. MARTINEZ, D.M.D., INC.

SUSIVIEN C. MARTINEZ, D.M.D., INC.EIN 20-1772681Plan #001PY 2022

32483 TEMECULA PKWY STE. E119 - TEMECULA, CA 92592951-303-1399

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$324K

+10.5% from 2021

Total participants

-20.0% from 2021

Average account balance

$80,942

+38.2% from 2021

Annual return

0.15%

+0.11 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$388K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$97K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.38%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1847

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$660

$220 / participant

Other / not subdivided$660100.0%

% of EOY assets

0.204%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,942

$167,362-51.6%

$143,799-43.7%

$134,532-39.8%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

0.15%

0.47%-0.3pp

-0.04%+0.2pp

418.27%-418.1pp

Employer contribution / active EE

$1,362

$5,620-75.8%

$4,952-72.5%

$4,741-71.3%

Participant deferral / active EE

$9,000

$6,447+39.6%

$5,638+59.6%

$6,401+40.6%

Admin fee / account holder

$165

$18,094-99.1%

$14,677-98.9%

$11,429-98.6%

SUSIVIEN C. MARTINEZ, D.M.D., INC. 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUSIVIEN C. MARTINEZ, D.M.D., INC. 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion