Retirement plan

ADVANCED PERIO CONCEPTS INC 401(K) PROFIT SHARING PLAN

Name: ADVANCED PERIO CONCEPTS, INC. - ADVANCED PERIO CONCEPTS INC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ADVANCED PERIO CONCEPTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED PERIO CONCEPTS INC 401(K) PROFIT SHARING PLAN, ADVANCED PERIO CONCEPTS, INC.

ADVANCED PERIO CONCEPTS, INC.EIN 43-2048807Plan #001PY 2016

4405 STARKEY RD STE A - ROANOKE, VA 24018540-562-3166aok-inc.comLinkedIn1-10 employeesbusiness supplies and equipment

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$357K

+33.1% from 2015

Total participants

0.0% from 2015

Average account balance

$59,467

+55.3% from 2015

Annual return

8.18%

+9.46 pp from 2015

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

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

128.6%

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

$8K

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

+9.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$302

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 codes2E2G2J2R2T3D

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

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

$4K

$647 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.087%

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

$59,467

$181,896-67.3%

$156,551-62.0%

$273,972-78.3%

Participation rate

83.3%

88.4%-5.1pp

84.0%-0.7pp

83.0%+0.3pp

Annual return

8.18%

30.74%-22.6pp

32.23%-24.0pp

41.46%-33.3pp

Employer contribution / active EE

$7,927

$6,248+26.9%

$5,501+44.1%

$4,869+62.8%

Participant deferral / active EE

$3,856

$5,550-30.5%

$4,871-20.8%

$5,287-27.1%

Admin fee / account holder

$647

$15,560-95.8%

$13,028-95.0%

$10,133-93.6%

ADVANCED PERIO CONCEPTS INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED PERIO CONCEPTS INC 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