Retirement plan

IRVINE KID'S DENTIST 401(K) PLAN

Name: IRVINE KID'S DENTIST - IRVINE KID'S DENTIST 401(K) PLAN (2022) Form 5500
Creator: IRVINE KID'S DENTIST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IRVINE KID'S DENTIST 401(K) PLAN, IRVINE KID'S DENTIST

IRVINE KID'S DENTISTEIN 20-5747552Plan #001PY 2022

4980 BARRANCA PKWY, SUITE 101 - IRVINE, CA 92604949-653-2828irvinekidsdentist.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$292K

+25.5% from 2021

Total participants

0.0% from 2021

Average account balance

$48,737

+25.5% from 2021

Annual return

-6.10%

-33.12 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$736K

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+17.56%

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 codes2J3D3H

Plan features

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

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

$48,737

$167,352-70.9%

$143,788-66.1%

$134,509-63.8%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-6.10%

0.47%-6.6pp

-0.03%-6.1pp

418.13%-424.2pp

Employer contribution / active EE

$2,828

$5,620-49.7%

$4,952-42.9%

$4,741-40.3%

Participant deferral / active EE

$9,434

$6,447+46.3%

$5,638+67.3%

$6,400+47.4%

Admin fee / account holder

$18,091-100.0%

$14,675-100.0%

$11,427-100.0%

IRVINE KID'S DENTIST 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

IRVINE KID'S DENTIST 401(K) PLAN

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