Retirement plan

TRI-COUNTY ORAL FACIAL SURGEONS, P.C. SALARY REDUCTION PROFIT SHARING PLAN

Name: TRI-COUNTY ORAL FACIAL SURGEONS - TRI-COUNTY ORAL FACIAL SURGEONS, P.C. SALARY REDUCTION PROFIT SHARING PLAN (2015) Form 5500
Creator: TRI-COUNTY ORAL FACIAL SURGEONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRI-COUNTY ORAL FACIAL SURGEONS, P.C. SALARY REDUCTION PROFIT SHARING PLAN, TRI-COUNTY ORAL FACIAL SURGEONS

TRI-COUNTY ORAL FACIAL SURGEONSEIN 25-1217909Plan #002PY 2015

200 W. BEAVER AVE., SUITE 100 - STATE COLLEGE, PA 168014819814-238-0587

Other plans on this EIN

1 filing

#003Retirement-$524K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

No prior year

Average account balance

$54,170

No prior year

Annual return

0.04%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.54M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

156.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$332K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+9.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$912

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 codes2E2J3D

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.
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

$7K

$249 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.429%

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

$54,170

$75,832-28.6%

$147,617-63.3%

$59,633-9.2%

Participation rate

100.0%

71.6%+28.4pp

84.6%+15.4pp

68.7%+31.3pp

Annual return

0.04%

0.37%-0.3pp

61.98%-61.9pp

2041.45%-2041.4pp

Employer contribution / active EE

$2,763

$3,485-20.7%

$5,564-50.3%

$2,203+25.4%

Participant deferral / active EE

$2,454

$3,131-21.6%

$4,895-49.9%

$3,192-23.1%

Admin fee / account holder

$232

$5,986-96.1%

$11,612-98.0%

$4,297-94.6%

TRI-COUNTY ORAL FACIAL SURGEONS, P.C. SALARY REDUCTION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRI-COUNTY ORAL FACIAL SURGEONS, P.C. SALARY REDUCTION 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