Retirement plan

DENTISTRY TODAY, INC. PROFIT SHARING PLAN

Name: DENTISTRY TODAY, INC. - DENTISTRY TODAY, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: DENTISTRY TODAY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENTISTRY TODAY, INC. PROFIT SHARING PLAN, DENTISTRY TODAY, INC.

DENTISTRY TODAY, INC.EIN 22-2386308Plan #002PY 2020

100 PASSAIC AVENUE, 2ND FLOOR - FAIRFIELD, NJ 07004973-882-4700dentistrytoday.comLinkedIn11-50 employeespublishing

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$4M

+15.9% from 2019

Total participants

0.0% from 2019

Average account balance

$224,855

+15.9% from 2019

Annual return

14.42%

-3.57 pp from 2019

Benchmarks

See 9,162 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,162 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.18M

Not enough data

1 years with asset history on file

Average account balance

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

$265K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47165

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 codes2E2H2J3D2F

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$224,855

$115,917+94.0%

$100,535+123.7%

$158,982+41.4%

Participation rate

100.0%

81.6%+18.4pp

79.4%+20.6pp

82.0%+18.0pp

Annual return

14.42%

34.80%-20.4pp

30.90%-16.5pp

302.99%-288.6pp

Employer contribution / active EE

$4,105-100.0%

$3,419-100.0%

$4,763-100.0%

Participant deferral / active EE

$4,068

$6,677-39.1%

$6,271-35.1%

$5,983-32.0%

Admin fee / account holder

$11,002-100.0%

$8,085-100.0%

$11,252-100.0%

DENTISTRY TODAY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DENTISTRY TODAY, INC. PROFIT SHARING 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