Retirement plan

CHERYL L. ROSATO 401(K) PROFIT SHARING PLAN

Name: CHERYL L. ROSATO, DMD - CHERYL L. ROSATO 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: CHERYL L. ROSATO, DMD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHERYL L. ROSATO 401(K) PROFIT SHARING PLAN, CHERYL L. ROSATO, DMD

CHERYL L. ROSATO, DMDEIN 25-1406315Plan #001PY 2016

5310 PERRY HIGHWAY - PITTSBURGH, PA 15229412-931-6571

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$947K

+12.9% from 2015

Total participants

0.0% from 2015

Average account balance

$157,787

+12.9% from 2015

Annual return

7.39%

+9.27 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.23M

Not enough data

1 years with asset history on file

Average account balance

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

$744K

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

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+16.14%

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 codes2E2F2J2T3B3D

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

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

$157,787

$181,896-13.3%

$156,551+0.8%

$273,972-42.4%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

7.39%

30.74%-23.4pp

32.23%-24.8pp

41.46%-34.1pp

Employer contribution / active EE

$5,257

$6,248-15.9%

$5,501-4.4%

$4,869+8.0%

Participant deferral / active EE

$6,346

$5,550+14.3%

$4,871+30.3%

$5,287+20.0%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

CHERYL L. ROSATO 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHERYL L. ROSATO 401(K) PROFIT SHARING PLAN

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