Retirement plan

CENTRAL VALLEY ENDODONTICS 401(K) PROFIT SHARING PLAN

Name: CENTRAL VALLEY ENDODONTICS - CENTRAL VALLEY ENDODONTICS 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CENTRAL VALLEY ENDODONTICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL VALLEY ENDODONTICS 401(K) PROFIT SHARING PLAN, CENTRAL VALLEY ENDODONTICS

CENTRAL VALLEY ENDODONTICSEIN 26-4041465Plan #001PY 2017

7614 NORTH FRESNO STREET, SUITE 101 - FRESNO, CA 93720559-224-7656LinkedIn1-10 employeesmuseums and institutions

Other plans on this EIN

1 filing

#002Retirement-$2.3M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.9M

No prior year

Total participants

No prior year

Average account balance

$137,432

No prior year

Annual return

9.58%

No prior year

Benchmarks

See 307 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort307 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3675

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 codes2E2J

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$16K

$2050 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.852%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$137,432

$83,826+63.9%

$147,585-6.9%

Participation rate

100.0%

69.4%+30.6pp

82.8%+17.2pp

Annual return

9.58%

26.57%-17.0pp

578.57%-569.0pp

Employer contribution / active EE

$7,577

$3,042+149.1%

$4,876+55.4%

Participant deferral / active EE

$8,567

$3,987+114.9%

$5,439+57.5%

Admin fee / account holder

$1,172

$6,071-80.7%

$10,885-89.2%

CENTRAL VALLEY ENDODONTICS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL VALLEY ENDODONTICS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion