Retirement plan

ATCO FAMILY DENTISTRY, P.A. PROFIT SHARING PLAN

Name: ATCO FAMILY DENTISTRY, P.A. - ATCO FAMILY DENTISTRY, P.A. PROFIT SHARING PLAN (2022) Form 5500
Creator: ATCO FAMILY DENTISTRY, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATCO FAMILY DENTISTRY, P.A. PROFIT SHARING PLAN, ATCO FAMILY DENTISTRY, P.A.

ATCO FAMILY DENTISTRY, P.A.EIN 22-3445190Plan #001PY 2022

311 WHITE HORSE PIKE, P.O. BOX 100 - ATCO, NJ 08004856-767-6400atcodentist.comLinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

-14.7% from 2021

Total participants

+16.7% from 2021

Average account balance

$220,417

-6.9% from 2021

Annual return

-15.99%

-30.70 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.44M

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+17.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27069

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 codes2E2F2G2J

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).
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$204 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.110%

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

$220,417

$167,352+31.7%

$143,788+53.3%

$134,509+63.9%

Participation rate

76.9%

84.8%-7.9pp

80.3%-3.4pp

81.2%-4.3pp

Annual return

-15.99%

0.47%-16.5pp

-0.03%-16.0pp

418.13%-434.1pp

Employer contribution / active EE

$5,620-100.0%

$4,952-100.0%

$4,741-100.0%

Participant deferral / active EE

$3,062

$6,447-52.5%

$5,638-45.7%

$6,400-52.2%

Admin fee / account holder

$241

$18,091-98.7%

$14,675-98.4%

$11,427-97.9%

ATCO FAMILY DENTISTRY, P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATCO FAMILY DENTISTRY, P.A. PROFIT SHARING 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