Retirement plan

WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLC PROFIT SHARING PLAN

Name: WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLC - WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLC PROFIT SHARING PLAN (2017) Form 5500
Creator: WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLC PROFIT SHARING PLAN, WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLC

WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLCEIN 27-3766258Plan #001PY 2017

58 MT BETHEL ROAD, SUITE 202 - WARREN, NJ 07059908-222-7922LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.0M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+42.7% from 2016

Total participants

+37.5% from 2016

Average account balance

$32,914

+3.7% from 2016

Annual return

17.65%

+9.41 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.35M

Not enough data

1 years with asset history on file

Average account balance

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

$214K

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.

131.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$243K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+21.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$810

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 codes2E2J3B3D

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$189 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.279%

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

$32,914

$198,457-83.4%

$170,435-80.7%

$147,586-77.7%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

17.65%

257.30%-239.7pp

205.94%-188.3pp

578.59%-560.9pp

Employer contribution / active EE

$6,311

$6,183+2.1%

$5,432+16.2%

$4,876+29.4%

Participant deferral / active EE

$5,776

$5,629+2.6%

$4,939+16.9%

$5,439+6.2%

Admin fee / account holder

$92

$16,852-99.5%

$13,881-99.3%

$10,886-99.2%

WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLC 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