Retirement plan

ORVILLE J. STEIN, JR., DMD, PLLC, 401(K) PROFIT SHARING PLAN

Name: ORVILLE J. STEIN, JR., DMD, PLLC - ORVILLE J. STEIN, JR., DMD, PLLC, 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ORVILLE J. STEIN, JR., DMD, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORVILLE J. STEIN, JR., DMD, PLLC, 401(K) PROFIT SHARING PLAN, ORVILLE J. STEIN, JR., DMD, PLLC

ORVILLE J. STEIN, JR., DMD, PLLCEIN 46-2776755Plan #001PY 2016

218 W. JOHN FITCH AVENUE - BARDSTOWN, KY 40004502-331-5929

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$194K

+96.3% from 2015

Total participants

0.0% from 2015

Average account balance

$32,269

+96.3% from 2015

Annual return

10.88%

+14.26 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$215K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

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

+12.50%

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

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

$32,269

$90,486-64.3%

$78,676-59.0%

$273,972-88.2%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

10.88%

75.62%-64.7pp

62.19%-51.3pp

41.46%-30.6pp

Employer contribution / active EE

$9,011

$3,175+183.8%

$2,850+216.2%

$4,869+85.1%

Participant deferral / active EE

$7,841

$3,901+101.0%

$3,517+122.9%

$5,287+48.3%

Admin fee / account holder

$5,263-100.0%

$4,510-100.0%

$10,133-100.0%

ORVILLE J. STEIN, JR., DMD, PLLC, 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ORVILLE J. STEIN, JR., DMD, PLLC, 401(K) PROFIT SHARING PLAN

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