Retirement plan

GARY G. ALBERTS, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Name: GARY G. ALBERTS, D.D.S., P.C. - GARY G. ALBERTS, D.D.S., P.C. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: GARY G. ALBERTS, D.D.S., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARY G. ALBERTS, D.D.S., P.C. 401(K) PROFIT SHARING PLAN, GARY G. ALBERTS, D.D.S., P.C.

GARY G. ALBERTS, D.D.S., P.C.EIN 36-4546973Plan #001PY 2018

821 SUNSET RIDGE ROAD - NORTHBROOK, IL 60062847-272-7874drbalas.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$878K

-0.6% from 2017

Total participants

+20.0% from 2017

Average account balance

$175,607

-0.6% from 2017

Annual return

-7.72%

-17.76 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$798K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$45249

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

0 tripped

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

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

$175,607

$180,462-2.7%

$154,111+13.9%

$135,379+29.7%

Participation rate

83.3%

87.4%-4.1pp

83.0%+0.3pp

82.6%+0.7pp

Annual return

-7.72%

888.17%-895.9pp

735.18%-742.9pp

519.79%-527.5pp

Employer contribution / active EE

$1,460

$6,036-75.8%

$5,298-72.4%

$4,779-69.5%

Participant deferral / active EE

$8,996

$5,806+54.9%

$5,081+77.1%

$5,609+60.4%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

GARY G. ALBERTS, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GARY G. ALBERTS, D.D.S., P.C. 401(K) PROFIT SHARING 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