Retirement plan

MCCALL FAMILY DENTISTRY PROFIT SHARING PLAN

Name: MCCALL FAMILY DENTISTRY - MCCALL FAMILY DENTISTRY PROFIT SHARING PLAN (2023) 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 2023

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

Other plans on this EIN

1 filing

#002Retirement-$266K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+28.2% from 2022

Total participants

+15.4% from 2022

Average account balance

$117,766

+28.2% from 2022

Annual return

17.58%

+36.08 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

$30K

$2305 / participant

Other / not subdivided$30K100.0%

% of EOY assets

1.957%

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

$117,766

$175,231-32.8%

$149,696-21.3%

$139,466-15.6%

Participation rate

84.6%

83.4%+1.2pp

78.8%+5.8pp

80.3%+4.3pp

Annual return

17.58%

166.77%-149.2pp

134.46%-116.9pp

373.66%-356.1pp

Employer contribution / active EE

$5,760

$5,478+5.2%

$4,821+19.5%

$4,754+21.2%

Participant deferral / active EE

$6,287

$6,521-3.6%

$5,682+10.6%

$6,712-6.3%

Admin fee / account holder

$2,305

$16,155-85.7%

$13,212-82.6%

$11,409-79.8%

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