Retirement plan

SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN

Name: SAMUEL GOODLOE, III, DDS, MD, PLLC - SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN (2016) Form 5500
Creator: SAMUEL GOODLOE, III, DDS, MD, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN, SAMUEL GOODLOE, III, DDS, MD, PLLC

SAMUEL GOODLOE, III, DDS, MD, PLLCEIN 27-3004353Plan #001PY 2016

1321 MILLERSPORT HWY STE 201 - WILLIAMSVILLE, NY 14221716-626-0001goodloeoralsurgery.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$432K

+31.7% from 2015

Total participants

0.0% from 2015

Average account balance

$107,919

+31.7% from 2015

Annual return

4.53%

+8.51 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

$2.23M

Not enough data

1 years with asset history on file

Average account balance

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

$278K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+17.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

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

$107,919

$181,896-40.7%

$156,551-31.1%

$273,972-60.6%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

4.53%

30.74%-26.2pp

32.23%-27.7pp

41.46%-36.9pp

Employer contribution / active EE

$13,650

$6,248+118.5%

$5,501+148.1%

$4,869+180.4%

Participant deferral / active EE

$16,000

$5,550+188.3%

$4,871+228.5%

$5,287+202.6%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) 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