Retirement plan

STEVEN LAIFER, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Name: STEVEN LAIFER, D.D.S., P.A. - STEVEN LAIFER, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: STEVEN LAIFER, D.D.S., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVEN LAIFER, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, STEVEN LAIFER, D.D.S., P.A.

STEVEN LAIFER, D.D.S., P.A.EIN 22-2537790Plan #002PY 2016

210 KNICKERBOCKER RD - CRESSKILL, NJ 076261890201-568-6688stevenlaiferdds.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.4M

No prior year

Total participants

No prior year

Average account balance

$1,271,386

No prior year

Annual return

10.70%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,271,386

$181,896+599.0%

$156,551+712.1%

$273,972+364.1%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

10.70%

30.74%-20.0pp

32.23%-21.5pp

41.46%-30.8pp

Employer contribution / active EE

$13,676

$6,248+118.9%

$5,501+148.6%

$4,869+180.9%

Participant deferral / active EE

$16,500

$5,550+197.3%

$4,871+238.7%

$5,287+212.1%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

STEVEN LAIFER, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STEVEN LAIFER, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

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