Retirement plan

KIDS FIRST DENTISTRY 401(K) PROFIT SHARING PLAN

Name: SREELATHA YASALAPU, DDS, INC. DBA - KIDS FIRST DENTISTRY 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SREELATHA YASALAPU, DDS, INC. DBA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIDS FIRST DENTISTRY 401(K) PROFIT SHARING PLAN, SREELATHA YASALAPU, DDS, INC. DBA

SREELATHA YASALAPU, DDS, INC. DBAEIN 26-0864567Plan #001PY 2018

3409 CALLOWAY DRIVE, SUITE 401 - BAKERSFIELD, CA 93312661-410-1234

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$441K

+5.2% from 2017

Total participants

0.0% from 2017

Average account balance

$88,289

+5.2% from 2017

Annual return

-8.03%

-25.74 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$245K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

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

+19.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4566

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 codes2E2F2J2T3D

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$88,289

$180,466-51.1%

$154,114-42.7%

$135,382-34.8%

Participation rate

71.4%

87.4%-16.0pp

83.0%-11.6pp

82.6%-11.2pp

Annual return

-8.03%

888.15%-896.2pp

735.16%-743.2pp

519.77%-527.8pp

Employer contribution / active EE

$1,137

$6,035-81.2%

$5,298-78.5%

$4,779-76.2%

Participant deferral / active EE

$6,811

$5,806+17.3%

$5,081+34.1%

$5,609+21.4%

Admin fee / account holder

$16,144-100.0%

$13,411-100.0%

$10,829-100.0%

KIDS FIRST DENTISTRY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KIDS FIRST DENTISTRY 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