Retirement plan

S. MICHAEL LODEN, DMD, PC 401(K) PROFIT SHARING PLAN

Name: S. MICHAEL LODEN, DMD, PC - S. MICHAEL LODEN, DMD, PC 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: S. MICHAEL LODEN, DMD, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S. MICHAEL LODEN, DMD, PC 401(K) PROFIT SHARING PLAN, S. MICHAEL LODEN, DMD, PC

S. MICHAEL LODEN, DMD, PCEIN 20-8167979Plan #001PY 2023

1267 RUSSELL PARKWAY - WARNER ROBINS, GA 31088478-923-0253lodendental.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$159K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2M

+20.3% from 2022

Total participants

0.0% from 2022

Average account balance

$218,430

+7.0% from 2022

Annual return

16.99%

+36.25 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.23M

Not enough data

1 years with asset history on file

Average account balance

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

$248K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5420

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$11

$1 / participant

Other / not subdivided$11100.0%

% of EOY assets

0.001%

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

$218,430

$175,257+24.6%

$149,717+45.9%

$139,456+56.6%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

16.99%

166.70%-149.7pp

134.41%-117.4pp

373.45%-356.5pp

Employer contribution / active EE

$3,393

$5,477-38.1%

$4,820-29.6%

$4,753-28.6%

Participant deferral / active EE

$3,474

$6,521-46.7%

$5,682-38.9%

$6,711-48.2%

Admin fee / account holder

$16,156-100.0%

$13,213-100.0%

$11,407-100.0%

S. MICHAEL LODEN, DMD, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S. MICHAEL LODEN, DMD, PC 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