Retirement plan

D. GREG SEAL, D.D.S., P.C. PROFIT SHARING PLAN & TRUST

Name: D. GREG SEAL, D.D.S., P.C. - D. GREG SEAL, D.D.S., P.C. PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: D. GREG SEAL, D.D.S., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D. GREG SEAL, D.D.S., P.C. PROFIT SHARING PLAN & TRUST, D. GREG SEAL, D.D.S., P.C.

D. GREG SEAL, D.D.S., P.C.EIN 43-1226091Plan #003PY 2017

6010 SHERRY LANE - DALLAS, TX 75225214-361-0883LinkedIn1-10 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.6M

+15.2% from 2016

Total participants

+18.2% from 2016

Average account balance

$467,646

+5.6% from 2016

Annual return

12.22%

-3.33 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.68M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

130.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+9.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$334818

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 codes2E2F2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$36K

$2997 / participant

Other / not subdivided$36K100.0%

% of EOY assets

0.641%

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

$467,646

$198,457+135.6%

$170,435+174.4%

$147,586+216.9%

Participation rate

91.7%

88.0%+3.7pp

83.6%+8.1pp

82.8%+8.8pp

Annual return

12.22%

257.30%-245.1pp

205.94%-193.7pp

578.59%-566.4pp

Employer contribution / active EE

$6,250

$6,183+1.1%

$5,432+15.1%

$4,876+28.2%

Participant deferral / active EE

$6,294

$5,629+11.8%

$4,939+27.4%

$5,439+15.7%

Admin fee / account holder

$2,997

$16,852-82.2%

$13,881-78.4%

$10,886-72.5%

D. GREG SEAL, D.D.S., P.C. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D. GREG SEAL, D.D.S., P.C. 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