Retirement plan

DERMATOLOGY ASSOCIATES OF DENISON 401(K) PLAN

Name: DERMATOLOGY ASSOCIATES OF DENISON, PLLC - DERMATOLOGY ASSOCIATES OF DENISON 401(K) PLAN (2020) Form 5500
Creator: DERMATOLOGY ASSOCIATES OF DENISON, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DERMATOLOGY ASSOCIATES OF DENISON 401(K) PLAN, DERMATOLOGY ASSOCIATES OF DENISON, PLLC

DERMATOLOGY ASSOCIATES OF DENISON, PLLCEIN 46-2098046Plan #001PY 2020

5130 POOL ROAD, STE 200 - DENISON, TX 75020903-463-2223denisondermatology.comLinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$919K

+34.2% from 2019

Total participants

0.0% from 2019

Average account balance

$76,564

+0.7% from 2019

Annual return

16.35%

-440.58 pp from 2019

Benchmarks

See 395 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort395 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$649K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$134952

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 codes2E2G2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

Other / not subdivided$3K100.0%

% of EOY assets

0.334%

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

$76,564

$305,925-75.0%

$178,503-57.1%

Participation rate

0.0%

64.3%-64.3pp

81.9%-81.9pp

Annual return

16.35%

10.58%+5.8pp

151.12%-134.8pp

Employer contribution / active EE

$2,545-100.0%

$5,011-100.0%

Participant deferral / active EE

$2,511-100.0%

$5,202-100.0%

Admin fee / account holder

$256

$21,071-98.8%

$13,987-98.2%

DERMATOLOGY ASSOCIATES OF DENISON 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DERMATOLOGY ASSOCIATES OF DENISON 401(K) 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