Retirement plan

MARQUE DENTAL ASSOCIATES INC EMPLOYEE'S PROFIT SHARING AND 401K PLAN

Name: MARQUE DENTAL ASSOCIATES, INC. - MARQUE DENTAL ASSOCIATES INC EMPLOYEE'S PROFIT SHARING AND 401K PLAN (2016) Form 5500
Creator: MARQUE DENTAL ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARQUE DENTAL ASSOCIATES INC EMPLOYEE'S PROFIT SHARING AND 401K PLAN, MARQUE DENTAL ASSOCIATES, INC.

MARQUE DENTAL ASSOCIATES, INC.EIN 31-0967157Plan #002PY 2016

2670 N. COLUMBUS ST,STE F - LANCASTER, OH 43130740-654-3980

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

No prior year

Total participants

No prior year

Average account balance

$388,001

No prior year

Annual return

10.82%

No prior year

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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.05%

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 codes2E2J3D

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.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value 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

$388,001

$181,896+113.3%

$156,551+147.8%

$273,972+41.6%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

10.82%

30.74%-19.9pp

32.23%-21.4pp

41.46%-30.6pp

Employer contribution / active EE

$4,400

$6,248-29.6%

$5,501-20.0%

$4,869-9.6%

Participant deferral / active EE

$7,400

$5,550+33.3%

$4,871+51.9%

$5,287+40.0%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

MARQUE DENTAL ASSOCIATES INC EMPLOYEE'S PROFIT SHARING AND 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MARQUE DENTAL ASSOCIATES INC EMPLOYEE'S PROFIT SHARING AND 401K 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