Retirement plan

LAKELAND FAMILY DENTISTRY, P.C. 401(K)PROFIT SHARING PLAN AND TRUST

Name: LAKELAND FAMILY DENTISTRY, P.C. - LAKELAND FAMILY DENTISTRY, P.C. 401(K)PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: LAKELAND FAMILY DENTISTRY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAKELAND FAMILY DENTISTRY, P.C. 401(K)PROFIT SHARING PLAN AND TRUST, LAKELAND FAMILY DENTISTRY, P.C.

LAKELAND FAMILY DENTISTRY, P.C.EIN 20-5338083Plan #001PY 2016

33 N. HOSPITAL DRIVE - LAKELAND, GA 31635229-482-1100lakelandfamilydentistry.comLinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$322K

+48.2% from 2015

Total participants

0.0% from 2015

Average account balance

$29,289

+48.2% from 2015

Annual return

5.10%

+10.41 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.54M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.73%

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 codes2E2G2R3D

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$29,289

$181,896-83.9%

$156,551-81.3%

$273,972-89.3%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

5.10%

30.74%-25.6pp

32.23%-27.1pp

41.46%-36.4pp

Employer contribution / active EE

$6,166

$6,248-1.3%

$5,501+12.1%

$4,869+26.6%

Participant deferral / active EE

$5,559

$5,550+0.2%

$4,871+14.1%

$5,287+5.1%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

LAKELAND FAMILY DENTISTRY, P.C. 401(K)PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LAKELAND FAMILY DENTISTRY, P.C. 401(K)PROFIT SHARING PLAN AND 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