Retirement plan

JACK A. DAVIDSON D.D.S., M.D. PLLC 401(K) PLAN

Name: JACK A. DAVIDSON D.D.S., M.D. PLLC - JACK A. DAVIDSON D.D.S., M.D. PLLC 401(K) PLAN (2017) Form 5500
Creator: JACK A. DAVIDSON D.D.S., M.D. PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACK A. DAVIDSON D.D.S., M.D. PLLC 401(K) PLAN, JACK A. DAVIDSON D.D.S., M.D. PLLC

JACK A. DAVIDSON D.D.S., M.D. PLLCEIN 36-4570822Plan #001PY 2017

1165 NIKKI VIEW DRIVE - BRANDON, FL 33511813-943-2060LinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$374K

+25.0% from 2016

Total participants

-20.0% from 2016

Average account balance

$53,417

-10.7% from 2016

Annual return

12.56%

+7.21 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

$881K

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+3.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$920

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$333 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.535%

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

$53,417

$198,457-73.1%

$170,435-68.7%

$147,586-63.8%

Participation rate

83.3%

88.0%-4.6pp

83.6%-0.3pp

82.8%+0.5pp

Annual return

12.56%

257.30%-244.7pp

205.94%-193.4pp

578.59%-566.0pp

Employer contribution / active EE

$1,674

$6,183-72.9%

$5,432-69.2%

$4,876-65.7%

Participant deferral / active EE

$4,825

$5,629-14.3%

$4,939-2.3%

$5,439-11.3%

Admin fee / account holder

$286

$16,852-98.3%

$13,881-97.9%

$10,886-97.4%

JACK A. DAVIDSON D.D.S., M.D. PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACK A. DAVIDSON D.D.S., M.D. PLLC 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