Retirement plan

STEVEN P. MARSH, D.D.S., INC. PROFIT SHARING PLAN & TRUST

Name: STEVEN P. MARSH, D.D.S., INC. - STEVEN P. MARSH, D.D.S., INC. PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: STEVEN P. MARSH, D.D.S., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVEN P. MARSH, D.D.S., INC. PROFIT SHARING PLAN & TRUST, STEVEN P. MARSH, D.D.S., INC.

STEVEN P. MARSH, D.D.S., INC.EIN 34-1351696Plan #001PY 2017

540 BRAINARD PLACE, 29001 CEDAR ROAD - LYNDHURST, OH 44124440-461-1003

Other plans on this EIN

1 filing

#003Retirement-$3.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.6M

+15.4% from 2016

Total participants

0.0% from 2016

Average account balance

$171,183

+15.4% from 2016

Annual return

9.97%

+7.33 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

$592K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

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

+9.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41270

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 codes2E2F2G3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$238 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.093%

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

$171,183

$198,457-13.7%

$170,435+0.4%

$147,586+16.0%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

9.97%

257.30%-247.3pp

205.94%-196.0pp

578.59%-568.6pp

Employer contribution / active EE

$7,066

$6,183+14.3%

$5,432+30.1%

$4,876+44.9%

Participant deferral / active EE

$5,259

$5,629-6.6%

$4,939+6.5%

$5,439-3.3%

Admin fee / account holder

$159

$16,852-99.1%

$13,881-98.9%

$10,886-98.5%

STEVEN P. MARSH, D.D.S., INC. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEVEN P. MARSH, D.D.S., INC. 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