Retirement plan

CASTLETON GENERAL AND IMPLANT DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN

Name: CASTLETON GENERAL AND IMPLANT DENTISTRY, P.C. - CASTLETON GENERAL AND IMPLANT DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CASTLETON GENERAL AND IMPLANT DENTISTRY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASTLETON GENERAL AND IMPLANT DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN, CASTLETON GENERAL AND IMPLANT DENTISTRY, P.C.

CASTLETON GENERAL AND IMPLANT DENTISTRY, P.C.EIN 26-2891347Plan #001PY 2017

6535 EAST 82ND STREET, SUITE 211 - INDIANAPOLIS, IN 46250317-849-3597castletondental.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$138K

+114.6% from 2016

Total participants

0.0% from 2016

Average account balance

$45,952

+114.6% from 2016

Annual return

15.29%

+15.29 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$994K

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1410

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

$45,952

$198,462-76.8%

$170,439-73.0%

$147,585-68.9%

Participation rate

75.0%

88.0%-13.0pp

83.6%-8.6pp

82.8%-7.8pp

Annual return

15.29%

257.30%-242.0pp

205.94%-190.6pp

578.58%-563.3pp

Employer contribution / active EE

$10,646

$6,184+72.2%

$5,433+96.0%

$4,876+118.3%

Participant deferral / active EE

$5,303

$5,629-5.8%

$4,939+7.4%

$5,439-2.5%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

CASTLETON GENERAL AND IMPLANT DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CASTLETON GENERAL AND IMPLANT DENTISTRY, 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