Retirement plan

COHEN ORTHODONTICS, P.A. PROFIT SHARING PAN

Name: COHEN ORTHODONTICS, P.A. - COHEN ORTHODONTICS, P.A. PROFIT SHARING PAN (2022) Form 5500
Creator: COHEN ORTHODONTICS, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COHEN ORTHODONTICS, P.A. PROFIT SHARING PAN, COHEN ORTHODONTICS, P.A.

COHEN ORTHODONTICS, P.A.EIN 22-3594462Plan #001PY 2022

156 RAMPO VALLEY ROAD - MAHWAH, NJ 07430201-828-9188

Other plans on this EIN

1 filing

#002Retirement-$606K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

-11.9% from 2021

Total participants

0.0% from 2021

Average account balance

$209,903

-11.9% from 2021

Annual return

-14.92%

-23.76 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

$2.48M

Not enough data

1 years with asset history on file

Average account balance

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

$354K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+15.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2540

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 codes2E2F2G2R3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$268 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.112%

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

$209,903

$167,352+25.4%

$143,788+46.0%

$134,509+56.1%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-14.92%

0.47%-15.4pp

-0.03%-14.9pp

418.13%-433.1pp

Employer contribution / active EE

$2,406

$5,620-57.2%

$4,952-51.4%

$4,741-49.3%

Participant deferral / active EE

$5,727

$6,447-11.2%

$5,638+1.6%

$6,400-10.5%

Admin fee / account holder

$235

$18,091-98.7%

$14,675-98.4%

$11,427-97.9%

COHEN ORTHODONTICS, P.A. PROFIT SHARING PAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COHEN ORTHODONTICS, P.A. PROFIT SHARING PAN

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