Retirement plan

GREENCASTLE HOMETOWN DENTAL, DENNIS M. KNUTH, D.D.S., LLC 401(K) PROFIT SHARING PLAN

Name: GREENCASTLE HOMETOWN DENTAL, - GREENCASTLE HOMETOWN DENTAL, DENNIS M. KNUTH, D.D.S., LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: GREENCASTLE HOMETOWN DENTAL,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENCASTLE HOMETOWN DENTAL, DENNIS M. KNUTH, D.D.S., LLC 401(K) PROFIT SHARING PLAN, GREENCASTLE HOMETOWN DENTAL,

GREENCASTLE HOMETOWN DENTAL,EIN 27-0398166Plan #001PY 2017

1113 INDIANAPOLIS ROAD - GREENCASTLE, IN 46135765-653-4081LinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$858K

+28.2% from 2016

Total participants

0.0% from 2016

Average account balance

$85,789

+28.2% from 2016

Annual return

10.66%

+3.88 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.78M

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$116K

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

+18.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10948

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

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

$85,789

$198,457-56.8%

$170,435-49.7%

$147,586-41.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

10.66%

257.30%-246.6pp

205.94%-195.3pp

578.59%-567.9pp

Employer contribution / active EE

$7,151

$6,183+15.7%

$5,432+31.6%

$4,876+46.7%

Participant deferral / active EE

$5,908

$5,629+5.0%

$4,939+19.6%

$5,439+8.6%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

GREENCASTLE HOMETOWN DENTAL, DENNIS M. KNUTH, D.D.S., LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GREENCASTLE HOMETOWN DENTAL, DENNIS M. KNUTH, D.D.S., LLC 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