Retirement plan

STAR SMILES ORTHODONTICS AND PEDIATRIC DENTISTRY PC 401(K) PROFIT SHARING PLAN AND TRUST

Name: JHAM ORTHODONTICS AND PEDIATRIC - STAR SMILES ORTHODONTICS AND PEDIATRIC DENTISTRY PC 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: JHAM ORTHODONTICS AND PEDIATRIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAR SMILES ORTHODONTICS AND PEDIATRIC DENTISTRY PC 401(K) PROFIT SHARING PLAN AND TRUST, JHAM ORTHODONTICS AND PEDIATRIC

JHAM ORTHODONTICS AND PEDIATRICEIN 46-0762006Plan #001PY 2018

148 E LAKE ST - BLOOMINGDALE, IL 60108630-980-8800starsmilesorthopedo.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$535K

+11.2% from 2017

Total participants

0.0% from 2017

Average account balance

$76,381

+11.2% from 2017

Annual return

-3.83%

-19.42 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.96M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$163K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+17.39%

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 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$76,381

$180,459-57.7%

$154,108-50.4%

$135,380-43.6%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-3.83%

888.21%-892.0pp

735.21%-739.0pp

519.81%-523.6pp

Employer contribution / active EE

$4,883

$6,035-19.1%

$5,298-7.8%

$4,779+2.2%

Participant deferral / active EE

$5,414

$5,806-6.8%

$5,081+6.6%

$5,609-3.5%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

STAR SMILES ORTHODONTICS AND PEDIATRIC DENTISTRY PC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STAR SMILES ORTHODONTICS AND PEDIATRIC DENTISTRY PC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion