Retirement plan

EDWIN LYNN STYERS, DDS PA PROFIT SHARING PLAN

Name: EDWIN LYNN STYERS, DDS PA - EDWIN LYNN STYERS, DDS PA PROFIT SHARING PLAN (2020) Form 5500
Creator: EDWIN LYNN STYERS, DDS PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDWIN LYNN STYERS, DDS PA PROFIT SHARING PLAN, EDWIN LYNN STYERS, DDS PA

EDWIN LYNN STYERS, DDS PAEIN 22-3887667Plan #001PY 2020

P. O. BOX 4010 - CALABASH, NC 28467910-575-2909

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.1M

+27.3% from 2019

Total participants

0.0% from 2019

Average account balance

$296,374

+27.3% from 2019

Annual return

22.08%

-3.74 pp from 2019

Benchmarks

See 102,125 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,125 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$695K

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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

$104K

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

+15.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$457050

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2T2E2J3D2F2G

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual 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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$296,374

$209,411+41.5%

$178,490+66.0%

$158,922+86.5%

Participation rate

100.0%

86.3%+13.7pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

22.08%

188.75%-166.7pp

151.07%-129.0pp

302.83%-280.8pp

Employer contribution / active EE

$14,883

$5,706+160.8%

$5,011+197.0%

$4,761+212.6%

Participant deferral / active EE

$6,500

$5,954+9.2%

$5,202+25.0%

$5,982+8.7%

Admin fee / account holder

-$201

$17,074-101.2%

$13,984-101.4%

$11,246-101.8%

EDWIN LYNN STYERS, DDS PA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EDWIN LYNN STYERS, DDS PA 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