Retirement plan

WILLIAM J. BENNETT,III, D.D.S., P.C. 401(K) PLAN

Name: WILLIAM J. BENNETT III, D.D.S., P. - WILLIAM J. BENNETT,III, D.D.S., P.C. 401(K) PLAN (2017) Form 5500
Creator: WILLIAM J. BENNETT III, D.D.S., P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAM J. BENNETT,III, D.D.S., P.C. 401(K) PLAN, WILLIAM J. BENNETT III, D.D.S., P.

WILLIAM J. BENNETT III, D.D.S., P.EIN 36-4324362Plan #001PY 2017

10719 W. 159TH STREET - ORLAND PARK, IL 60467708-226-1500smilesbybennett.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$774K

+15.5% from 2016

Total participants

0.0% from 2016

Average account balance

$193,471

+15.5% from 2016

Annual return

10.01%

+6.46 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

$741K

Not enough data

1 years with asset history on file

Average account balance

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

$247K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+25.50%

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 codes2E2J

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.

Opportunity flags

1 tripped

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

$193,471

$198,457-2.5%

$170,435+13.5%

$147,586+31.1%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

10.01%

257.30%-247.3pp

205.94%-195.9pp

578.59%-568.6pp

Employer contribution / active EE

$3,506

$6,183-43.3%

$5,432-35.5%

$4,876-28.1%

Participant deferral / active EE

$5,678

$5,629+0.9%

$4,939+14.9%

$5,439+4.4%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

WILLIAM J. BENNETT,III, D.D.S., P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WILLIAM J. BENNETT,III, D.D.S., P.C. 401(K) PLAN

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