Retirement plan

ORAL & MAXILLOFACIAL SURGEONS LAKE COUNTY PC 401K PROFIT SHARING PLAN & TRUST

Name: ORAL & MAXILLOFACIAL SURGEONS - ORAL & MAXILLOFACIAL SURGEONS LAKE COUNTY PC 401K PROFIT SHARING PLAN & TRUST (2021) Form 5500
Creator: ORAL & MAXILLOFACIAL SURGEONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORAL & MAXILLOFACIAL SURGEONS LAKE COUNTY PC 401K PROFIT SHARING PLAN & TRUST, ORAL & MAXILLOFACIAL SURGEONS

ORAL & MAXILLOFACIAL SURGEONSEIN 42-1577809Plan #002PY 2021

202 S. GREENLEAF, SUITE A - GURNEE, IL 60031847-623-2830oralsurgeonsoflakecounty.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$3.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+15.7% from 2020

Total participants

0.0% from 2020

Average account balance

$111,469

+15.7% from 2020

Annual return

16.67%

+19.45 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.43M

Not enough data

1 years with asset history on file

Average account balance

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

$494K

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

$190K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+3.46%

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$198K

$28267 / participant

Other / not subdivided$198K100.0%

% of EOY assets

9.862%

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

$111,469

$217,432-48.7%

$185,851-40.0%

$167,553-33.5%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

16.67%

148.43%-131.8pp

122.11%-105.4pp

478.89%-462.2pp

Employer contribution / active EE

$11,708

$5,874+99.3%

$5,168+126.5%

$4,840+141.9%

Participant deferral / active EE

$14,131

$6,357+122.3%

$5,569+153.8%

$6,343+122.8%

Admin fee / account holder

$10,993

$19,820-44.5%

$16,245-32.3%

$12,316-10.7%

ORAL & MAXILLOFACIAL SURGEONS LAKE COUNTY PC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORAL & MAXILLOFACIAL SURGEONS LAKE COUNTY PC 401K PROFIT SHARING PLAN & TRUST

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