Retirement plan

PIKEVILLE PEDIATRIC DENTISTRY, PLLC

Name: PIKEVILLE PEDIATRIC DENTISTRY, PLLC - PIKEVILLE PEDIATRIC DENTISTRY, PLLC (2022) Form 5500
Creator: PIKEVILLE PEDIATRIC DENTISTRY, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIKEVILLE PEDIATRIC DENTISTRY, PLLC, PIKEVILLE PEDIATRIC DENTISTRY, PLLC

PIKEVILLE PEDIATRIC DENTISTRY, PLLCEIN 46-2575359Plan #001PY 2022

308 HAMBLEY BLVD. - PIKEVILLE, KY 41501606-432-2773pikevillekids.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$472K

+4.5% from 2021

Total participants

+83.3% from 2021

Average account balance

$42,912

-43.0% from 2021

Annual return

-19.73%

-39.28 pp from 2021

Benchmarks

See 105,986 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,986 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.24M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+20.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$739

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 codes2H2J3D

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

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

$42,912

$167,323-74.4%

$143,770-70.2%

$134,493-68.1%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-19.73%

0.47%-20.2pp

-0.04%-19.7pp

418.01%-437.7pp

Employer contribution / active EE

$7,312

$5,619+30.1%

$4,951+47.7%

$4,740+54.3%

Participant deferral / active EE

$4,845

$6,446-24.8%

$5,638-14.1%

$6,400-24.3%

Admin fee / account holder

$18,088-100.0%

$14,673-100.0%

$11,425-100.0%

PIKEVILLE PEDIATRIC DENTISTRY, PLLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PIKEVILLE PEDIATRIC DENTISTRY, PLLC

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