Retirement plan

MCCALL FAMILY DENTISTRY PROFIT SHARING PLAN

Name: MCCALL FAMILY DENTISTRY - MCCALL FAMILY DENTISTRY PROFIT SHARING PLAN (2024) Form 5500
Creator: MCCALL FAMILY DENTISTRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCCALL FAMILY DENTISTRY PROFIT SHARING PLAN, MCCALL FAMILY DENTISTRY

MCCALL FAMILY DENTISTRYEIN 45-4101103Plan #001PY 2024

407 WILLIAMSBURG AVE. - GENEVA, IL 601341091630-232-9620mccallfamilydentistry.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$427K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+23.6% from 2023

Total participants

+6.7% from 2023

Average account balance

$135,170

+14.8% from 2023

Annual return

13.12%

-4.46 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$168K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$505

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

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

$7K

$544 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.374%

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

$135,170

$183,539-26.4%

$155,556-13.1%

$145,897-7.4%

Participation rate

84.6%

82.7%+1.9pp

78.2%+6.4pp

80.3%+4.3pp

Annual return

13.12%

61.31%-48.2pp

64.84%-51.7pp

552.29%-539.2pp

Employer contribution / active EE

$6,566

$5,315+23.5%

$4,675+40.4%

$4,663+40.8%

Participant deferral / active EE

$6,331

$6,467-2.1%

$5,631+12.4%

$6,689-5.4%

Admin fee / account holder

$505

$19,275-97.4%

$15,885-96.8%

$13,390-96.2%

MCCALL FAMILY DENTISTRY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCCALL FAMILY DENTISTRY 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