Retirement plan

CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN

Name: CARBON ORAL SURGERY ASSOCIATES PC - CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: CARBON ORAL SURGERY ASSOCIATES PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN, CARBON ORAL SURGERY ASSOCIATES PC

CARBON ORAL SURGERY ASSOCIATES PCEIN 22-2301622Plan #003PY 2025

1001 MAHONING ST, SUITE 1 - LEHIGHTON, PA 18235610-377-1942LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$2.7M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$893K

+8.8% from 2024

Total participants

0.0% from 2024

Average account balance

$178,506

No prior year

Annual return

5.93%

-10.25 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$893K

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+5.93%

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 codes2G2J3D

Plan features

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$178,506

$172,111+3.7%

$150,298+18.8%

$137,256+30.1%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

80.0%+20.0pp

Annual return

5.93%

69.37%-63.4pp

62.79%-56.9pp

220.34%-214.4pp

Employer contribution / active EE

$4,636-100.0%

$4,154-100.0%

$4,156-100.0%

Participant deferral / active EE

$4,645

$6,166-24.7%

$5,453-14.8%

$6,407-27.5%

Admin fee / account holder

$16,471-100.0%

$14,116-100.0%

$12,270-100.0%

CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT 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