Retirement plan

VALLEY ENDODONTICS 401(K) PROFIT SHARING PLAN

Name: VALLEY ENDODONTICS - VALLEY ENDODONTICS 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: VALLEY ENDODONTICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VALLEY ENDODONTICS 401(K) PROFIT SHARING PLAN, VALLEY ENDODONTICS

VALLEY ENDODONTICSEIN 27-3203052Plan #001PY 2021

5151 NORTH PALM AVENUE, SUITE 920 - FRESNO, CA 93704559-224-7656valleygreenendodontics.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$507K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.9M

+10.8% from 2020

Total participants

0.0% from 2020

Average account balance

$216,663

+10.8% from 2020

Annual return

7.63%

-3.77 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$175K

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.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$973

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 codes2E2J

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$127

$25 / participant

Other / not subdivided$127100.0%

% of EOY assets

0.007%

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

$216,663

$217,432-0.4%

$185,849+16.6%

$167,536+29.3%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

7.63%

148.42%-140.8pp

122.10%-114.5pp

478.82%-471.2pp

Employer contribution / active EE

$5,199

$5,875-11.5%

$5,169+0.6%

$4,839+7.4%

Participant deferral / active EE

$6,040

$6,357-5.0%

$5,569+8.5%

$6,342-4.8%

Admin fee / account holder

$14

$19,818-99.9%

$16,244-99.9%

$12,315-99.9%

VALLEY ENDODONTICS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VALLEY ENDODONTICS 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