Retirement plan

O'BRIEN SMILES, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: O'BRIEN SMILES, PLLC - O'BRIEN SMILES, PLLC 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: O'BRIEN SMILES, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, O'BRIEN SMILES, PLLC 401(K) PROFIT SHARING PLAN AND TRUST, O'BRIEN SMILES, PLLC

O'BRIEN SMILES, PLLCEIN 27-1135326Plan #001PY 2016

6975 PROFESSIONAL PARKWAY EAST, SUITE B - SARASOTA, FL 34240941-373-3904

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$230K

+91.6% from 2015

Total participants

0.0% from 2015

Average account balance

$76,829

+91.6% from 2015

Annual return

38.73%

+38.67 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

$580K

Not enough data

1 years with asset history on file

Average account balance

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

$580K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+20.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.

Expense breakdown

Schedule H Part II

Admin total

$415

$415 / participant

Other / not subdivided$415100.0%

% of EOY assets

0.180%

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

$76,829

$181,896-57.8%

$156,551-50.9%

$273,972-72.0%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

38.73%

30.74%+8.0pp

32.23%+6.5pp

41.46%-2.7pp

Employer contribution / active EE

$35,530

$6,248+468.7%

$5,501+545.8%

$4,869+629.8%

Participant deferral / active EE

$28,516

$5,550+413.8%

$4,871+485.4%

$5,287+439.3%

Admin fee / account holder

$138

$15,560-99.1%

$13,028-98.9%

$10,133-98.6%

O'BRIEN SMILES, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

O'BRIEN SMILES, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

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