Retirement plan

JAMIE ITALIANE-DECUBELLIS, DDS 401(K) PROFIT SHARING PLAN & TRUST

Name: JAMIE ITALIANE-DECUBELLIS, DDS - JAMIE ITALIANE-DECUBELLIS, DDS 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: JAMIE ITALIANE-DECUBELLIS, DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAMIE ITALIANE-DECUBELLIS, DDS 401(K) PROFIT SHARING PLAN & TRUST, JAMIE ITALIANE-DECUBELLIS, DDS

JAMIE ITALIANE-DECUBELLIS, DDSEIN 20-2020448Plan #001PY 2020

325 SOUTH MAIN STREET - COVENTRY, RI 02816401-828-7070healthyteethri.comLinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+23.2% from 2019

Total participants

+7.1% from 2019

Average account balance

$93,814

+23.2% from 2019

Annual return

16.96%

+0.47 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.16M

Not enough data

1 years with asset history on file

Average account balance

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

$120K

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.

138.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56

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 codes2E2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$703

$70 / participant

Other / not subdivided$703100.0%

% of EOY assets

0.054%

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

$93,814

$209,422-55.2%

$178,503-47.4%

$158,982-41.0%

Participation rate

90.0%

86.4%+3.6pp

81.9%+8.1pp

82.0%+8.0pp

Annual return

16.96%

188.81%-171.8pp

151.12%-134.2pp

302.99%-286.0pp

Employer contribution / active EE

$1,603

$5,707-71.9%

$5,011-68.0%

$4,763-66.4%

Participant deferral / active EE

$5,146

$5,955-13.6%

$5,202-1.1%

$5,983-14.0%

Admin fee / account holder

$50

$17,079-99.7%

$13,987-99.6%

$11,252-99.6%

JAMIE ITALIANE-DECUBELLIS, DDS 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAMIE ITALIANE-DECUBELLIS, DDS 401(K) PROFIT SHARING PLAN & TRUST

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