Retirement plan

CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN

Name: CARBON ORAL SURGERY ASSOCIATES PC - CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN (2019) 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 2019

1080 BLAKESLEE BLVD DR E - LEHIGHTON, PA 18235610-377-1942LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.7M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$830K

+8.6% from 2018

Total participants

0.0% from 2018

Average account balance

No prior year

Annual return

3.79%

-3.59 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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.

Expense breakdown

Schedule H Part II

Admin total

$18K

$2935 / participant

Other / not subdivided$18K100.0%

% of EOY assets

2.123%

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

$202,342-100.0%

$172,753-100.0%

$152,909-100.0%

Participation rate

0.0%

87.1%-87.1pp

82.6%-82.6pp

82.5%-82.5pp

Annual return

3.79%

1029.88%-1026.1pp

803.00%-799.2pp

345.46%-341.7pp

Employer contribution / active EE

$5,857-100.0%

$5,144-100.0%

$4,764-100.0%

Participant deferral / active EE

$8,102

$5,948+36.2%

$5,198+55.9%

$5,851+38.5%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT 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