Retirement plan

FINDLAY ORTHODONTICS, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST

Name: FINDLAY ORTHODONTICS, INC. - FINDLAY ORTHODONTICS, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: FINDLAY ORTHODONTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FINDLAY ORTHODONTICS, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST, FINDLAY ORTHODONTICS, INC.

FINDLAY ORTHODONTICS, INC.EIN 34-1110867Plan #003PY 2017

1619 W MAIN CROSS ST - FINDLAY, OH 45840419-423-1452findlayortho.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+19.8% from 2016

Total participants

-9.1% from 2016

Average account balance

$281,061

+31.8% from 2016

Annual return

16.87%

+8.51 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

$2.40M

Not enough data

1 years with asset history on file

Average account balance

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

$299K

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

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$593

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 codes2E2G2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$2K

$270 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.077%

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

$281,061

$198,457+41.6%

$170,435+64.9%

$147,586+90.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

16.87%

257.30%-240.4pp

205.94%-189.1pp

578.59%-561.7pp

Employer contribution / active EE

$8,845

$6,183+43.0%

$5,432+62.8%

$4,876+81.4%

Participant deferral / active EE

$5,629-100.0%

$4,939-100.0%

$5,439-100.0%

Admin fee / account holder

$216

$16,852-98.7%

$13,881-98.4%

$10,886-98.0%

FINDLAY ORTHODONTICS, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FINDLAY ORTHODONTICS, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST

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