Retirement plan

GOLDEN CERAMIC DENTAL LAB 401(K) PLAN

Name: GOLDEN CERAMIC DENTAL LAB - GOLDEN CERAMIC DENTAL LAB 401(K) PLAN (2018) Form 5500
Creator: GOLDEN CERAMIC DENTAL LAB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOLDEN CERAMIC DENTAL LAB 401(K) PLAN, GOLDEN CERAMIC DENTAL LAB

GOLDEN CERAMIC DENTAL LABEIN 27-1485543Plan #001PY 2018

4 PIPER LANE, SUITE J - PROSPECT HEIGHTS, IL 60070312-545-1044

Other plans on this EIN

1 filing

#002Retirement-$261K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$215K

+121.8% from 2017

Total participants

+16.7% from 2017

Average account balance

$35,811

+84.9% from 2017

Annual return

43.54%

+43.54 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$40K

Not enough data

1 years with asset history on file

Average account balance

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

$887

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.

2250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$267K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$134K

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

+21.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$42582

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$229 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.745%

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

$35,811

$180,466-80.2%

$154,114-76.8%

$135,382-73.5%

Participation rate

85.7%

87.4%-1.7pp

83.0%+2.7pp

82.6%+3.1pp

Annual return

43.54%

888.15%-844.6pp

735.16%-691.6pp

519.77%-476.2pp

Employer contribution / active EE

$5,481

$6,035-9.2%

$5,298+3.5%

$4,779+14.7%

Participant deferral / active EE

$5,352

$5,806-7.8%

$5,081+5.3%

$5,609-4.6%

Admin fee / account holder

$267

$16,144-98.3%

$13,411-98.0%

$10,829-97.5%

GOLDEN CERAMIC DENTAL LAB 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOLDEN CERAMIC DENTAL LAB 401(K) 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