Retirement plan

CATSKILL DENTAL CARE, PC 401K PLAN

Name: CATSKILL DENTAL CARE, P.C. (PENSION) - CATSKILL DENTAL CARE, PC 401K PLAN (2020) Form 5500
Creator: CATSKILL DENTAL CARE, P.C. (PENSION)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATSKILL DENTAL CARE, PC 401K PLAN, CATSKILL DENTAL CARE, P.C. (PENSION)

CATSKILL DENTAL CARE, P.C. (PENSION)EIN 26-0029511Plan #001PY 2020

132 JEFFERSON HEIGHTS - CATSKILL, NY 12414518-943-0920catskilldentalcare.comLinkedIn1-10 employeeshigher education

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$2.1M

+17.6% from 2019

Total participants

+20.0% from 2019

Average account balance

$126,265

+3.7% from 2019

Annual return

13.93%

-6.35 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.92M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$124K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9760

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 codes2E2G2J2T3D

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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$278 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.168%

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

$126,265

$209,425-39.7%

$178,499-29.3%

$158,966-20.6%

Participation rate

92.3%

86.4%+6.0pp

81.9%+10.4pp

82.0%+10.3pp

Annual return

13.93%

188.80%-174.9pp

151.10%-137.2pp

302.95%-289.0pp

Employer contribution / active EE

$3,332

$5,707-41.6%

$5,011-33.5%

$4,762-30.0%

Participant deferral / active EE

$1,943

$5,955-67.4%

$5,202-62.7%

$5,983-67.5%

Admin fee / account holder

$212

$17,078-98.8%

$13,986-98.5%

$11,250-98.1%

CATSKILL DENTAL CARE, PC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATSKILL DENTAL CARE, PC 401K 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