Retirement plan

CORY J. COSTANZO, D.D.S. 401(K) PROFIT SHARING PLAN

Name: CORY J. COSTANZO, D.D.S., M.S. - CORY J. COSTANZO, D.D.S. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: CORY J. COSTANZO, D.D.S., M.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORY J. COSTANZO, D.D.S. 401(K) PROFIT SHARING PLAN, CORY J. COSTANZO, D.D.S., M.S.

CORY J. COSTANZO, D.D.S., M.S.EIN 26-1468012Plan #001PY 2016

7055 N. MAPLE AVE., SUITE 101 - FRESNO, CA 93720559-435-5033drcbraces.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$713K

+15.7% from 2015

Total participants

0.0% from 2015

Average account balance

$64,807

+15.7% from 2015

Annual return

3.93%

+5.00 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

$1.88M

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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.

84.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

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

+11.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2181

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 codes2E2G2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$64,807

$181,896-64.4%

$156,551-58.6%

$273,972-76.3%

Participation rate

90.9%

88.4%+2.5pp

84.0%+6.9pp

83.0%+7.9pp

Annual return

3.93%

30.74%-26.8pp

32.23%-28.3pp

41.46%-37.5pp

Employer contribution / active EE

$1,859

$6,248-70.2%

$5,501-66.2%

$4,869-61.8%

Participant deferral / active EE

$4,714

$5,550-15.1%

$4,871-3.2%

$5,287-10.9%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

CORY J. COSTANZO, D.D.S. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CORY J. COSTANZO, D.D.S. 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