Retirement plan

RAMAPO ORAL & MAXILLOFACIAL SURGERY P.C. 401(K) PROFIT SHARING PLAN

Name: RAMAPO ORAL & MAXILLOFACIAL SURGERY P.C. - RAMAPO ORAL & MAXILLOFACIAL SURGERY P.C. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: RAMAPO ORAL & MAXILLOFACIAL SURGERY P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAMAPO ORAL & MAXILLOFACIAL SURGERY P.C. 401(K) PROFIT SHARING PLAN, RAMAPO ORAL & MAXILLOFACIAL SURGERY P.C.

RAMAPO ORAL & MAXILLOFACIAL SURGERY P.C.EIN 26-2529271Plan #002PY 2016

180 RAMAPO VALLEY ROAD - OAKLAND, NJ 07436914-762-5500

Other plans on this EIN

1 filing

#001Retirement-$383K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$226K

+44.2% from 2015

Total participants

+133.3% from 2015

Average account balance

$32,215

+23.6% from 2015

Annual return

4.51%

+6.82 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

$643K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.58%

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

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

$32,215

$181,896-82.3%

$156,551-79.4%

$273,972-88.2%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

4.51%

30.74%-26.2pp

32.23%-27.7pp

41.46%-36.9pp

Employer contribution / active EE

$14,672

$6,248+134.8%

$5,501+166.7%

$4,869+201.4%

Participant deferral / active EE

$6,000

$5,550+8.1%

$4,871+23.2%

$5,287+13.5%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

RAMAPO ORAL & MAXILLOFACIAL SURGERY P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RAMAPO ORAL & MAXILLOFACIAL SURGERY P.C. 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