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 (2017) 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 2017

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$475K

+47.4% from 2016

Total participants

0.0% from 2016

Average account balance

$43,177

+47.4% from 2016

Annual return

15.15%

+10.05 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$224 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.377%

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

$43,177

$198,457-78.2%

$170,435-74.7%

$147,586-70.7%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

15.15%

257.30%-242.2pp

205.94%-190.8pp

578.59%-563.4pp

Employer contribution / active EE

$7,062

$6,183+14.2%

$5,432+30.0%

$4,876+44.8%

Participant deferral / active EE

$6,158

$5,629+9.4%

$4,939+24.7%

$5,439+13.2%

Admin fee / account holder

$163

$16,852-99.0%

$13,881-98.8%

$10,886-98.5%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

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

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion