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 (2021) 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 2021

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+15.0% from 2020

Total participants

+13.3% from 2020

Average account balance

$88,826

-5.3% from 2020

Annual return

12.72%

-4.25 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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.

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

$88,826

$217,427-59.1%

$185,837-52.2%

$167,518-47.0%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

12.72%

148.39%-135.7pp

122.08%-109.4pp

478.71%-466.0pp

Employer contribution / active EE

$5,874-100.0%

$5,168-100.0%

$4,838-100.0%

Participant deferral / active EE

$2,693

$6,357-57.6%

$5,568-51.6%

$6,342-57.5%

Admin fee / account holder

$19,816-100.0%

$16,241-100.0%

$12,312-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion