Retirement plan

BRYANT & LARSON, A PROFESSIONAL DENTAL CORP.

Name: BRYANT & LARSON A PROFESSIONAL DENTAL CORP - BRYANT & LARSON, A PROFESSIONAL DENTAL CORP. (2017) Form 5500
Creator: BRYANT & LARSON A PROFESSIONAL DENTAL CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRYANT & LARSON, A PROFESSIONAL DENTAL CORP., BRYANT & LARSON A PROFESSIONAL DENTAL CORP

BRYANT & LARSON A PROFESSIONAL DENTAL CORPEIN 20-2121258Plan #001PY 2017

6886 INDIANA AVENUE, SUITE A - RIVERSIDE, CA 92506951-686-6410LinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+90.3% from 2016

Total participants

+9.1% from 2016

Average account balance

$67,454

+90.3% from 2016

Annual return

71.17%

+64.15 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.16M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

160.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

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

+13.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1435

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 codes2E2F2G2J3C

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

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

$67,454

$198,462-66.0%

$170,439-60.4%

$147,585-54.3%

Participation rate

90.0%

88.0%+2.0pp

83.6%+6.4pp

82.8%+7.2pp

Annual return

71.17%

257.30%-186.1pp

205.94%-134.8pp

578.58%-507.4pp

Employer contribution / active EE

$4,736

$6,184-23.4%

$5,433-12.8%

$4,876-2.9%

Participant deferral / active EE

$2,705

$5,629-51.9%

$4,939-45.2%

$5,439-50.3%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

BRYANT & LARSON, A PROFESSIONAL DENTAL CORP.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRYANT & LARSON, A PROFESSIONAL DENTAL CORP.

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