Retirement plan

KEVIN LITTLEFIELD DMD LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST

Name: LITTLEFIELD & LOVELL ORTHODONTICS LTD - KEVIN LITTLEFIELD DMD LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: LITTLEFIELD & LOVELL ORTHODONTICS LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEVIN LITTLEFIELD DMD LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST, LITTLEFIELD & LOVELL ORTHODONTICS LTD

LITTLEFIELD & LOVELL ORTHODONTICS LTDEIN 37-1107390Plan #002PY 2017

320 E JACKSON - MORTON, IL 61550309-266-6705

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.5M

+19.6% from 2016

Total participants

+22.2% from 2016

Average account balance

$226,252

-2.1% from 2016

Annual return

13.07%

-0.48 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

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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

$143K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+19.14%

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 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

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

$226,252

$198,457+14.0%

$170,435+32.8%

$147,586+53.3%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

13.07%

257.30%-244.2pp

205.94%-192.9pp

578.59%-565.5pp

Employer contribution / active EE

$8,605

$6,183+39.2%

$5,432+58.4%

$4,876+76.5%

Participant deferral / active EE

$3,818

$5,629-32.2%

$4,939-22.7%

$5,439-29.8%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

KEVIN LITTLEFIELD DMD LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KEVIN LITTLEFIELD DMD LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST

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