Retirement plan

PRECISION ENDODONTICS, PC 401(K) PROFIT SHARING PLAN

Name: PRECISION ENDODONTICS, P.C. - PRECISION ENDODONTICS, PC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: PRECISION ENDODONTICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRECISION ENDODONTICS, PC 401(K) PROFIT SHARING PLAN, PRECISION ENDODONTICS, P.C.

PRECISION ENDODONTICS, P.C.EIN 27-2945053Plan #001PY 2018

533 W JEFFERSON AVENUE - NAPERVILLE, IL 605405218630-857-9285preciseendo.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$430K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$671K

+3.5% from 2017

Total participants

0.0% from 2017

Average account balance

$167,636

+3.5% from 2017

Annual return

-6.62%

-29.24 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

$2.50M

Not enough data

1 years with asset history on file

Average account balance

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

$499K

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

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+16.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11466

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 codes2J2E

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$714

$179 / participant

Other / not subdivided$714100.0%

% of EOY assets

0.106%

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

$167,636

$180,466-7.1%

$154,114+8.8%

$135,382+23.8%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-6.62%

888.15%-894.8pp

735.16%-741.8pp

519.77%-526.4pp

Employer contribution / active EE

$6,026

$6,035-0.2%

$5,298+13.7%

$4,779+26.1%

Participant deferral / active EE

$10,503

$5,806+80.9%

$5,081+106.7%

$5,609+87.3%

Admin fee / account holder

$179

$16,144-98.9%

$13,411-98.7%

$10,829-98.4%

PRECISION ENDODONTICS, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRECISION ENDODONTICS, PC 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