Retirement plan

THOMAS J. POKSAY, D.M.D. 401(K) PROFIT SHARING PLAN

Name: THOMAS J. POKSAY D.M.D. - THOMAS J. POKSAY, D.M.D. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: THOMAS J. POKSAY D.M.D.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THOMAS J. POKSAY, D.M.D. 401(K) PROFIT SHARING PLAN, THOMAS J. POKSAY D.M.D.

THOMAS J. POKSAY D.M.D.EIN 20-8089938Plan #001PY 2017

330 IGNACIO BLVD., SUITE 102 - NOVATO, CA 94949415-883-0588novatodentist.comLinkedIn11-50 employeeshealth, wellness and fitness

Other plans on this EIN

1 filing

#002Retirement-$817K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$820K

+19.9% from 2016

Total participants

-10.0% from 2016

Average account balance

$91,140

+33.2% from 2016

Annual return

11.30%

+6.20 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

$1.80M

Not enough data

1 years with asset history on file

Average account balance

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

$180K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

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

+7.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1124

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 codes2E2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$25K

$3169 / participant

Other / not subdivided$25K100.0%

% of EOY assets

3.090%

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

$91,140

$198,457-54.1%

$170,435-46.5%

$147,586-38.2%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

11.30%

257.30%-246.0pp

205.94%-194.6pp

578.59%-567.3pp

Employer contribution / active EE

$3,993

$6,183-35.4%

$5,432-26.5%

$4,876-18.1%

Participant deferral / active EE

$8,242

$5,629+46.4%

$4,939+66.9%

$5,439+51.5%

Admin fee / account holder

$2,816

$16,852-83.3%

$13,881-79.7%

$10,886-74.1%

THOMAS J. POKSAY, D.M.D. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THOMAS J. POKSAY, D.M.D. 401(K) PROFIT SHARING PLAN

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