Retirement plan

DR. MARGIE MANNERING, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Name: DR. MARGIE MANNERING, D.D.S., LTD. - DR. MARGIE MANNERING, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: DR. MARGIE MANNERING, D.D.S., LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. MARGIE MANNERING, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST, DR. MARGIE MANNERING, D.D.S., LTD.

DR. MARGIE MANNERING, D.D.S., LTD.EIN 36-3373924Plan #001PY 2024

333 NORTH MICHIGAN AVENUE,, SUITE 825 - CHICAGO, IL 60601312-456-0221

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$852K

+14.0% from 2023

Total participants

0.0% from 2023

Average account balance

$212,898

+14.0% from 2023

Annual return

6.38%

-4.79 pp from 2023

Benchmarks

See 109,510 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,510 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.01M

Not enough data

1 years with asset history on file

Average account balance

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

$202K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+11.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2R3D

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$509

$255 / participant

Other / not subdivided$509100.0%

% of EOY assets

0.060%

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

$212,898

$183,627+15.9%

$155,602+36.8%

$145,978+45.8%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

6.38%

61.32%-54.9pp

64.81%-58.4pp

550.52%-544.1pp

Employer contribution / active EE

$1,944

$5,316-63.4%

$4,675-58.4%

$4,662-58.3%

Participant deferral / active EE

$26,750

$6,466+313.7%

$5,629+375.2%

$6,690+299.9%

Admin fee / account holder

$127

$19,327-99.3%

$15,923-99.2%

$13,400-99.1%

DR. MARGIE MANNERING, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR. MARGIE MANNERING, D.D.S., LTD. 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