Retirement plan

GARY M. JUDIS, DDS, INC 401(K) PLAN

Name: GARY M. JUDIS, DDS, INC - GARY M. JUDIS, DDS, INC 401(K) PLAN (2015) Form 5500
Creator: GARY M. JUDIS, DDS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARY M. JUDIS, DDS, INC 401(K) PLAN, GARY M. JUDIS, DDS, INC

GARY M. JUDIS, DDS, INCEIN 20-2073220Plan #001PY 2015

5940 CLYDE MOORE STREET, SUITE A - GROVEPORT, OH 43125614-836-5711

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$658K

No prior year

Total participants

No prior year

Average account balance

$82,276

No prior year

Annual return

-1.89%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.92M

Not enough data

1 years with asset history on file

Average account balance

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

$213K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8358

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$82,276

$168,636-51.2%

$147,618-44.3%

$125,388-34.4%

Participation rate

75.0%

88.8%-13.8pp

84.6%-9.6pp

83.2%-8.2pp

Annual return

-1.89%

77.65%-79.5pp

61.98%-63.9pp

282.24%-284.1pp

Employer contribution / active EE

$2,419

$6,252-61.3%

$5,565-56.5%

$4,866-50.3%

Participant deferral / active EE

$3,372

$5,507-38.8%

$4,895-31.1%

$5,352-37.0%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

GARY M. JUDIS, DDS, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GARY M. JUDIS, DDS, INC 401(K) PLAN

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