Retirement plan

ARPINO ORTHODONTICS, P.C. 401K PLAN & TRUST

Name: ARPINO ORTHODONTICS, P.C. 401K PLAN - ARPINO ORTHODONTICS, P.C. 401K PLAN & TRUST (2018) Form 5500
Creator: ARPINO ORTHODONTICS, P.C. 401K PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARPINO ORTHODONTICS, P.C. 401K PLAN & TRUST, ARPINO ORTHODONTICS, P.C. 401K PLAN

ARPINO ORTHODONTICS, P.C. 401K PLANEIN 20-3995296Plan #001PY 2018

109 W MAPLE AVENUE - LIBERTYVILLE, IL 60048847-362-8262libertyvillebraces.comLinkedIn1-10 employees

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$1.8M

-0.3% from 2017

Total participants

0.0% from 2017

Average account balance

$221,362

-0.3% from 2017

Annual return

-4.68%

-18.45 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.45M

Not enough data

1 years with asset history on file

Average account balance

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

$306K

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

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13097

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

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

$221,362

$180,459+22.7%

$154,108+43.6%

$135,380+63.5%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-4.68%

888.21%-892.9pp

735.21%-739.9pp

519.81%-524.5pp

Employer contribution / active EE

$7,473

$6,035+23.8%

$5,298+41.1%

$4,779+56.4%

Participant deferral / active EE

$5,583

$5,806-3.8%

$5,081+9.9%

$5,609-0.5%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

ARPINO ORTHODONTICS, P.C. 401K PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARPINO ORTHODONTICS, P.C. 401K 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