Retirement plan

P. PUTRASAHAN, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Name: P. PUTRASAHAN D.D.S., INC. - P. PUTRASAHAN, D.D.S., INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: P. PUTRASAHAN D.D.S., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, P. PUTRASAHAN, D.D.S., INC. 401(K) PROFIT SHARING PLAN, P. PUTRASAHAN D.D.S., INC.

P. PUTRASAHAN D.D.S., INC.EIN 26-1616288Plan #001PY 2015

68905 VISTA CHINO STREET - CATHEDRAL CITY, CA 92234760-325-2503LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$2.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$608K

No prior year

Total participants

No prior year

Average account balance

$37,975

No prior year

Annual return

-1.19%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

210.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+9.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1263

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.

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

$37,975

$168,636-77.5%

$147,618-74.3%

$125,388-69.7%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-1.19%

77.65%-78.8pp

61.98%-63.2pp

282.24%-283.4pp

Employer contribution / active EE

$3,203

$6,252-48.8%

$5,565-42.4%

$4,866-34.2%

Participant deferral / active EE

$3,692

$5,507-33.0%

$4,895-24.6%

$5,352-31.0%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

P. PUTRASAHAN, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

P. PUTRASAHAN, D.D.S., INC. 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