Retirement plan

JEFFREY A. KAPP, D.D.S., P.C. PROFIT SHARING PLAN & TRUST

Name: JEFFREY A. KAPP, D.D.S., P.C. - JEFFREY A. KAPP, D.D.S., P.C. PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: JEFFREY A. KAPP, D.D.S., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEFFREY A. KAPP, D.D.S., P.C. PROFIT SHARING PLAN & TRUST, JEFFREY A. KAPP, D.D.S., P.C.

JEFFREY A. KAPP, D.D.S., P.C.EIN 36-2867825Plan #006PY 2019

30 N. MICHIGAN AVE., STE. 1103 - CHICAGO, IL 606023745312-443-0090kappdental.comLinkedIn1-10 employees

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+7.3% from 2018

Total participants

+25.0% from 2018

Average account balance

$243,627

-14.1% from 2018

Annual return

0.99%

-3.65 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.26M

Not enough data

1 years with asset history on file

Average account balance

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

$452K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+8.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8995

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 codes2E2J3D

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$243,627

$202,342+20.4%

$172,753+41.0%

$152,909+59.3%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

0.99%

1029.88%-1028.9pp

803.00%-802.0pp

345.46%-344.5pp

Employer contribution / active EE

$8,549

$5,857+45.9%

$5,144+66.2%

$4,764+79.4%

Participant deferral / active EE

$5,860

$5,948-1.5%

$5,198+12.7%

$5,851+0.1%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

JEFFREY A. KAPP, D.D.S., P.C. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JEFFREY A. KAPP, D.D.S., P.C. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion