Retirement plan

GABRIEL ENRIQUEZ DDS 401K PROFIT SHARING PLAN

Name: GABRIEL ENRIQUEZ DDS - GABRIEL ENRIQUEZ DDS 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: GABRIEL ENRIQUEZ DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GABRIEL ENRIQUEZ DDS 401K PROFIT SHARING PLAN, GABRIEL ENRIQUEZ DDS

GABRIEL ENRIQUEZ DDSEIN 32-0181380Plan #001PY 2024

1001 LONI DRIVE - FORTUNA, CA 955400000707-217-7315northcoastbraces.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.2M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+22.5% from 2023

Total participants

+16.7% from 2023

Average account balance

$117,679

+5.0% from 2023

Annual return

11.17%

-2.38 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.65M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$153K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$62

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 codes2E2G2J3B3D

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.
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

$874

$79 / participant

Other / not subdivided$874100.0%

% of EOY assets

0.053%

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

$117,679

$183,516-35.9%

$155,534-24.3%

$145,884-19.3%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

11.17%

61.43%-50.3pp

64.92%-53.7pp

551.85%-540.7pp

Employer contribution / active EE

$8,121

$5,315+52.8%

$4,675+73.7%

$4,662+74.2%

Participant deferral / active EE

$5,778

$6,467-10.6%

$5,630+2.6%

$6,690-13.6%

Admin fee / account holder

$62

$19,293-99.7%

$15,900-99.6%

$13,392-99.5%

GABRIEL ENRIQUEZ DDS 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GABRIEL ENRIQUEZ DDS 401K 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