Retirement plan

PLYMOUTH ENDODONTICS, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Name: PLYMOUTH ENDODONTICS, PC - PLYMOUTH ENDODONTICS, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: PLYMOUTH ENDODONTICS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLYMOUTH ENDODONTICS, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN, PLYMOUTH ENDODONTICS, PC

PLYMOUTH ENDODONTICS, PCEIN 38-2332408Plan #001PY 2020

9416 S MAIN STE 212 - PLYMOUTH, MI 48170734-459-8844LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$200K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+13.3% from 2019

Total participants

-18.2% from 2019

Average account balance

No prior year

Annual return

8.85%

+2.67 pp from 2019

Benchmarks

See 102,125 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,125 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$651K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

-7.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$93336

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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2G2J2T3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$21K

$2359 / participant

Other / not subdivided$21K100.0%

% of EOY assets

1.588%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$209,411-100.0%

$178,490-100.0%

$158,922-100.0%

Participation rate

0.0%

86.3%-86.3pp

81.9%-81.9pp

82.0%-82.0pp

Annual return

8.85%

188.75%-179.9pp

151.07%-142.2pp

302.83%-294.0pp

Employer contribution / active EE

$2,437

$5,706-57.3%

$5,011-51.4%

$4,761-48.8%

Participant deferral / active EE

$5,798

$5,954-2.6%

$5,202+11.5%

$5,982-3.1%

Admin fee / account holder

$17,074-100.0%

$13,984-100.0%

$11,246-100.0%

PLYMOUTH ENDODONTICS, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLYMOUTH ENDODONTICS, P.C. EMPLOYEES' 401(K) PROFIT SHARING 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