Retirement plan

MASSIMO V. VERDUCI, D.M.D., M.S., L.L.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

Name: MASSIMO V. VERDUCI, D.M.D., M.S., L.L.C. - MASSIMO V. VERDUCI, D.M.D., M.S., L.L.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: MASSIMO V. VERDUCI, D.M.D., M.S., L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MASSIMO V. VERDUCI, D.M.D., M.S., L.L.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST, MASSIMO V. VERDUCI, D.M.D., M.S., L.L.C.

MASSIMO V. VERDUCI, D.M.D., M.S., L.L.C.EIN 22-3761924Plan #001PY 2017

2279 STATE HIGHWAY #33, SUITE 516 - HAMILTON, NJ 08690609-689-9292

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+24.6% from 2016

Total participants

0.0% from 2016

Average account balance

$356,824

+24.6% from 2016

Annual return

16.51%

+11.12 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.81M

Not enough data

1 years with asset history on file

Average account balance

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

$953K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+20.12%

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 codes2E2G2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

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

$356,824

$198,457+79.8%

$170,435+109.4%

$147,586+141.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

16.51%

257.30%-240.8pp

205.94%-189.4pp

578.59%-562.1pp

Employer contribution / active EE

$11,469

$6,183+85.5%

$5,432+111.1%

$4,876+135.2%

Participant deferral / active EE

$11,675

$5,629+107.4%

$4,939+136.4%

$5,439+114.7%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

MASSIMO V. VERDUCI, D.M.D., M.S., L.L.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MASSIMO V. VERDUCI, D.M.D., M.S., L.L.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN & 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