Retirement plan

BENJAMIN LOGIUDICE DDS, LTD. 401(K)PROFIT SHARING PLAN

Name: BENJAMIN LOGIUDICE DDS LTD - BENJAMIN LOGIUDICE DDS, LTD. 401(K)PROFIT SHARING PLAN (2016) Form 5500
Creator: BENJAMIN LOGIUDICE DDS LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BENJAMIN LOGIUDICE DDS, LTD. 401(K)PROFIT SHARING PLAN, BENJAMIN LOGIUDICE DDS LTD

BENJAMIN LOGIUDICE DDS LTDEIN 38-3733562Plan #001PY 2016

720 OSTERMAN AVE. SUITE 102 - DEERFIELD, IL 60015847-945-6700

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$631K

No prior year

Total participants

No prior year

Average account balance

$210,219

No prior year

Annual return

5.18%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.35M

Not enough data

1 years with asset history on file

Average account balance

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

$470K

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

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+6.22%

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 codes2E2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$404

$135 / participant

Other / not subdivided$404100.0%

% of EOY assets

0.064%

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

$210,219

$181,896+15.6%

$156,551+34.3%

$273,972-23.3%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

5.18%

30.74%-25.6pp

32.23%-27.0pp

41.46%-36.3pp

Employer contribution / active EE

$13,241

$6,248+111.9%

$5,501+140.7%

$4,869+172.0%

Participant deferral / active EE

$12,000

$5,550+116.2%

$4,871+146.4%

$5,287+127.0%

Admin fee / account holder

$135

$15,560-99.1%

$13,028-99.0%

$10,133-98.7%

BENJAMIN LOGIUDICE DDS, LTD. 401(K)PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BENJAMIN LOGIUDICE DDS, LTD. 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