Retirement plan

LEE BYERLY, DDS PROFIT SHARING WITH SAFE HARBOR 401(K)

Name: LEE BYERLY, DDS - LEE BYERLY, DDS PROFIT SHARING WITH SAFE HARBOR 401(K) (2025) Form 5500
Creator: LEE BYERLY, DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEE BYERLY, DDS PROFIT SHARING WITH SAFE HARBOR 401(K), LEE BYERLY, DDS

LEE BYERLY, DDSEIN 31-1344209Plan #002PY 2025

7770 COOPER ROAD - CINCINNATI, OH 45242513-791-1794

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$6.1M

+18.3% from 2024

Total participants

+11.8% from 2024

Average account balance

$356,175

+11.4% from 2024

Annual return

16.92%

-5.71 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.05M

Not enough data

1 years with asset history on file

Average account balance

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

$356K

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.

130.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.92%

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.

Expense breakdown

Schedule H Part II

Admin total

$160

$12 / participant

Other / not subdivided$160100.0%

% of EOY assets

0.003%

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

$356,175

$172,111+106.9%

$150,298+137.0%

$137,256+159.5%

Participation rate

84.6%

81.7%+2.9pp

77.8%+6.9pp

80.0%+4.7pp

Annual return

16.92%

69.37%-52.5pp

62.79%-45.9pp

220.34%-203.4pp

Employer contribution / active EE

$2,307

$4,636-50.2%

$4,154-44.5%

$4,156-44.5%

Participant deferral / active EE

$3,242

$6,166-47.4%

$5,453-40.5%

$6,407-49.4%

Admin fee / account holder

$16,471-99.9%

$14,116-99.9%

$12,270-99.9%

LEE BYERLY, DDS PROFIT SHARING WITH SAFE HARBOR 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEE BYERLY, DDS PROFIT SHARING WITH SAFE HARBOR 401(K)

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