Retirement plan

BRENT T. HANLIN, DDS EMPLOYEES RETIREMENT PROFIT SHARING 401(K) PLAN

Name: BRENT T. HANLIN, DDS C/O CARNOW & ASSOCIATES, LRD. - BRENT T. HANLIN, DDS EMPLOYEES RETIREMENT PROFIT SHARING 401(K) PLAN (2020) Form 5500
Creator: BRENT T. HANLIN, DDS C/O CARNOW & ASSOCIATES, LRD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRENT T. HANLIN, DDS EMPLOYEES RETIREMENT PROFIT SHARING 401(K) PLAN, BRENT T. HANLIN, DDS C/O CARNOW & ASSOCIATES, LRD.

BRENT T. HANLIN, DDS C/O CARNOW & ASSOCIATES, LRD.EIN 36-3844360Plan #001PY 2020

778 FRONTAGE ROAD, SUITE 101 - NORTHFIELD, IL 60093847-501-4622

Other plans on this EIN

1 filing

#002Retirement-$1.9M assets

Prospect flagsHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$1.6M

+13.1% from 2019

Total participants

0.0% from 2019

Average account balance

$525,699

+13.1% from 2019

Annual return

11.11%

-8.28 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.41M

Not enough data

1 years with asset history on file

Average account balance

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

$803K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

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

+17.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$174

$87 / participant

Other / not subdivided$174100.0%

% of EOY assets

0.011%

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

$525,699

$209,422+151.0%

$178,503+194.5%

$158,982+230.7%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

11.11%

188.81%-177.7pp

151.12%-140.0pp

302.99%-291.9pp

Employer contribution / active EE

$604

$5,707-89.4%

$5,011-88.0%

$4,763-87.3%

Participant deferral / active EE

$13,000

$5,955+118.3%

$5,202+149.9%

$5,983+117.3%

Admin fee / account holder

$58

$17,079-99.7%

$13,987-99.6%

$11,252-99.5%

BRENT T. HANLIN, DDS EMPLOYEES RETIREMENT PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRENT T. HANLIN, DDS EMPLOYEES RETIREMENT PROFIT SHARING 401(K) PLAN

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