Retirement plan

CONTEMPORARY PERIODONTICS, P.C. PROFIT SHARING PLAN

Name: CONTEMPORARY PERIODONTICS, P.C. - CONTEMPORARY PERIODONTICS, P.C. PROFIT SHARING PLAN (2022) Form 5500
Creator: CONTEMPORARY PERIODONTICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONTEMPORARY PERIODONTICS, P.C. PROFIT SHARING PLAN, CONTEMPORARY PERIODONTICS, P.C.

CONTEMPORARY PERIODONTICS, P.C.EIN 42-1479084Plan #001PY 2022

3900 RIVER RIDGE DR., NE SUITE A - CEDAR RAPIDS, IA 52402319-363-9880

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$433K

+15.9% from 2019

Total participants

0.0% from 2019

Average account balance

$144,221

+15.9% from 2019

Annual return

-11.73%

-16.49 pp from 2019

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$559K

Not enough data

1 years with asset history on file

Average account balance

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

$280K

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

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.75%

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 codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

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

$144,221

$167,352-13.8%

$143,788+0.3%

$134,509+7.2%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-11.73%

0.47%-12.2pp

-0.03%-11.7pp

418.13%-429.9pp

Employer contribution / active EE

$6,119

$5,620+8.9%

$4,952+23.6%

$4,741+29.1%

Participant deferral / active EE

$6,447-100.0%

$5,638-100.0%

$6,400-100.0%

Admin fee / account holder

$18,091-100.0%

$14,675-100.0%

$11,427-100.0%

CONTEMPORARY PERIODONTICS, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CONTEMPORARY PERIODONTICS, 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