Retirement plan

NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC. 401K PROFIT SHARING PLAN AND TRUST

Name: NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC. - NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC. 401K PROFIT SHARING PLAN AND TRUST (2022) Form 5500
Creator: NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC. 401K PROFIT SHARING PLAN AND TRUST, NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC.

NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC.EIN 34-1225841Plan #002PY 2022

2500 W STRUB RD STE A BLDG 1 - SANDUSKY, OH 448705390419-627-8131northcoastoralsurgery.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$210K

-86.6% from 2021

Total participants

0.0% from 2021

Average account balance

$23,322

-86.6% from 2021

Annual return

-3.35%

-37.43 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$847K

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

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

+17.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2224

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 codes2E2G2J

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.

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

$1.4M

$235937 / participant

Other / not subdivided$1M100.0%

% of EOY assets

674.423%

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

$23,322

$167,353-86.1%

$143,797-83.8%

$134,545-82.7%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-3.35%

0.48%-3.8pp

-0.04%-3.3pp

418.37%-421.7pp

Employer contribution / active EE

$3,675

$5,620-34.6%

$4,952-25.8%

$4,742-22.5%

Participant deferral / active EE

$5,353

$6,447-17.0%

$5,638-5.1%

$6,401-16.4%

Admin fee / account holder

$157,291

$18,096+769.2%

$14,679+971.5%

$11,431+1276.0%

NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC. 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC. 401K PROFIT SHARING PLAN AND 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