Retirement plan

CRISTINA D. FLORO, D.M.D., P.C. CASH OR DEFERRED PROFIT-SHARING PLAN & TRUST

Name: CRISTINA D. FLORO, D.M.D., P.C. - CRISTINA D. FLORO, D.M.D., P.C. CASH OR DEFERRED PROFIT-SHARING PLAN & TRUST (2018) Form 5500
Creator: CRISTINA D. FLORO, D.M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRISTINA D. FLORO, D.M.D., P.C. CASH OR DEFERRED PROFIT-SHARING PLAN & TRUST, CRISTINA D. FLORO, D.M.D., P.C.

CRISTINA D. FLORO, D.M.D., P.C.EIN 20-2727995Plan #001PY 2018

155 N. PFINGSTEN RD. SUITE 325 - DEERFIELD, IL 60015847-498-8860LinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$598K

+0.1% from 2017

Total participants

0.0% from 2017

Average account balance

$298,961

+0.1% from 2017

Annual return

-4.38%

-16.88 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$374K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

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

+14.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2491

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$578

$289 / participant

Other / not subdivided$578100.0%

% of EOY assets

0.097%

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

$298,961

$180,466+65.7%

$154,114+94.0%

$135,382+120.8%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-4.38%

888.15%-892.5pp

735.16%-739.5pp

519.77%-524.1pp

Employer contribution / active EE

$2,239

$6,035-62.9%

$5,298-57.7%

$4,779-53.2%

Participant deferral / active EE

$11,050

$5,806+90.3%

$5,081+117.5%

$5,609+97.0%

Admin fee / account holder

$289

$16,144-98.2%

$13,411-97.8%

$10,829-97.3%

CRISTINA D. FLORO, D.M.D., P.C. CASH OR DEFERRED PROFIT-SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRISTINA D. FLORO, D.M.D., P.C. CASH OR DEFERRED 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