Retirement plan

PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN

Name: PAUL E. MARCUZ, D.D.S., P.C. - PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN (2019) Form 5500
Creator: PAUL E. MARCUZ, D.D.S., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN, PAUL E. MARCUZ, D.D.S., P.C.

PAUL E. MARCUZ, D.D.S., P.C.EIN 38-2056959Plan #003PY 2019

18223 E 10 MILE ROAD, SUITE 300 - ROSEVILLE, MI 48066586-775-0520LinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+17.8% from 2018

Total participants

0.0% from 2018

Average account balance

$225,020

+17.8% from 2018

Annual return

14.55%

+15.16 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.45M

Not enough data

1 years with asset history on file

Average account balance

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

$408K

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

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+25.20%

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 codes2E2J2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$225,020

$202,342+11.2%

$172,753+30.3%

$152,909+47.2%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

14.55%

1029.88%-1015.3pp

803.00%-788.4pp

345.46%-330.9pp

Employer contribution / active EE

$1,932

$5,857-67.0%

$5,144-62.4%

$4,764-59.5%

Participant deferral / active EE

$4,347

$5,948-26.9%

$5,198-16.4%

$5,851-25.7%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PAUL E. MARCUZ, D.D.S., P.C. 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