Retirement plan

TODD C. KANDL, D.M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Name: TODD C. KANDL, D.M.D., P.C. - TODD C. KANDL, D.M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: TODD C. KANDL, D.M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TODD C. KANDL, D.M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, TODD C. KANDL, D.M.D., P.C.

TODD C. KANDL, D.M.D., P.C.EIN 20-8602168Plan #001PY 2024

79 S. COURTLAND ST., STE. 1 - EAST STROUDSBURG, PA 183012865570-421-3060toddckandldmd.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+15.8% from 2023

Total participants

-15.4% from 2023

Average account balance

$131,102

+36.8% from 2023

Annual return

13.00%

+6.42 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.44M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

220.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1086

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

$12K

$2390 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.829%

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

$131,102

$183,592-28.6%

$155,574-15.7%

$145,877-10.1%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

13.00%

61.37%-48.4pp

64.87%-51.9pp

551.28%-538.3pp

Employer contribution / active EE

$3,756

$5,317-29.4%

$4,676-19.7%

$4,663-19.4%

Participant deferral / active EE

$3,145

$6,466-51.4%

$5,629-44.1%

$6,691-53.0%

Admin fee / account holder

$1,086

$19,316-94.4%

$15,914-93.2%

$13,402-91.9%

TODD C. KANDL, D.M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TODD C. KANDL, D.M.D., P.C. EMPLOYEES' 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