Retirement plan

ELIZABETH A. BERBOS, D.M.D. PROFIT SHARING 401K PL

Name: ELIZABETH A. BERBOS, D.M.D. - ELIZABETH A. BERBOS, D.M.D. PROFIT SHARING 401K PL (2019) Form 5500
Creator: ELIZABETH A. BERBOS, D.M.D.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELIZABETH A. BERBOS, D.M.D. PROFIT SHARING 401K PL, ELIZABETH A. BERBOS, D.M.D.

ELIZABETH A. BERBOS, D.M.D.EIN 33-0431777Plan #002PY 2019

1824 LADERA VISTA DRIVE - FULLERTON, CA 92831949-788-2966berbosdentistry.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$955K

+17.9% from 2018

Total participants

+12.5% from 2018

Average account balance

$106,061

-21.4% from 2018

Annual return

14.19%

+21.68 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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.

100.0%

Not enough data

1 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

+12.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23400

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 codes2E2J3B

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$9K

$2135 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.895%

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

$106,061

$202,342-47.6%

$172,752-38.6%

$152,897-30.6%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

14.19%

1029.83%-1015.6pp

802.97%-788.8pp

345.43%-331.2pp

Employer contribution / active EE

$1,284

$5,858-78.1%

$5,144-75.0%

$4,764-73.1%

Participant deferral / active EE

$6,250

$5,948+5.1%

$5,198+20.2%

$5,851+6.8%

Admin fee / account holder

$949

$17,111-94.5%

$13,955-93.2%

$11,599-91.8%

ELIZABETH A. BERBOS, D.M.D. PROFIT SHARING 401K PL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELIZABETH A. BERBOS, D.M.D. PROFIT SHARING 401K PL

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