Retirement plan

KIRK D. HUCKEL, D.M.D., P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

Name: KIRK D. HUCKEL, D.M.D., P.A. - KIRK D. HUCKEL, D.M.D., P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: KIRK D. HUCKEL, D.M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIRK D. HUCKEL, D.M.D., P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST, KIRK D. HUCKEL, D.M.D., P.A.

KIRK D. HUCKEL, D.M.D., P.A.EIN 22-3009856Plan #001PY 2018

11 CHAMBERS STREET - PRINCETON, NJ 08540609-924-1414

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

-2.6% from 2017

Total participants

+5.6% from 2017

Average account balance

$148,597

-7.7% from 2017

Annual return

-6.87%

-22.07 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$852K

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

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

+14.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$177622

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 codes2E2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$136 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.053%

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

$148,597

$180,462-17.7%

$154,111-3.6%

$135,379+9.8%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-6.87%

888.17%-895.0pp

735.18%-742.0pp

519.79%-526.7pp

Employer contribution / active EE

$6,695

$6,036+10.9%

$5,298+26.4%

$4,779+40.1%

Participant deferral / active EE

$4,730

$5,806-18.5%

$5,081-6.9%

$5,609-15.7%

Admin fee / account holder

$79

$16,145-99.5%

$13,411-99.4%

$10,828-99.3%

KIRK D. HUCKEL, D.M.D., P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KIRK D. HUCKEL, D.M.D., P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN & 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