Retirement plan

MICHAEL WOLOCH DDS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: MICHAEL WOLOCH DDS, P.C. - MICHAEL WOLOCH DDS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: MICHAEL WOLOCH DDS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MICHAEL WOLOCH DDS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST, MICHAEL WOLOCH DDS, P.C.

MICHAEL WOLOCH DDS, P.C.EIN 20-3430382Plan #001PY 2018

30 EAST 40TH STREET, SUITE 805 - NEW YORK, NY 10016212-685-3212dentalimplantsnewyork.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$281K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

-1.5% from 2017

Total participants

0.0% from 2017

Average account balance

$389,500

-1.5% from 2017

Annual return

-4.63%

-19.36 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

$2.74M

Not enough data

1 years with asset history on file

Average account balance

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

$2.7M

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

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+5.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2D2E2G2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.

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

$75

$19 / participant

Other / not subdivided$75100.0%

% of EOY assets

0.005%

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

$389,500

$180,466+115.8%

$154,114+152.7%

$135,382+187.7%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-4.63%

888.15%-892.8pp

735.16%-739.8pp

519.77%-524.4pp

Employer contribution / active EE

$3,675

$6,035-39.1%

$5,298-30.6%

$4,779-23.1%

Participant deferral / active EE

$8,759

$5,806+50.8%

$5,081+72.4%

$5,609+56.2%

Admin fee / account holder

$19

$16,144-99.9%

$13,411-99.9%

$10,829-99.8%

MICHAEL WOLOCH DDS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MICHAEL WOLOCH DDS, P.C. 401(K) PROFIT SHARING PLAN AND 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