Retirement plan

MANISH V. SHELADIA, DMD, PLLC SAFE HARBOR 401K PLAN

Name: MANISH V. SHELADIA, DMD, PLLC - MANISH V. SHELADIA, DMD, PLLC SAFE HARBOR 401K PLAN (2022) Form 5500
Creator: MANISH V. SHELADIA, DMD, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANISH V. SHELADIA, DMD, PLLC SAFE HARBOR 401K PLAN, MANISH V. SHELADIA, DMD, PLLC

MANISH V. SHELADIA, DMD, PLLCEIN 46-3526469Plan #001PY 2022

825 MAJESTIC COURT - GASTONIA, NC 28054732-570-0607smiles4gastonia.comLinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$49K

No prior year

Total participants

No prior year

Average account balance

$8,099

No prior year

Annual return

0.00%

No prior year

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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-6.73%

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 codes2J3D

Plan features

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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$8,099

$167,323-95.2%

$143,770-94.4%

$134,493-94.0%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

0.00%

0.47%-0.5pp

-0.04%0pp

418.01%-418.0pp

Employer contribution / active EE

$2,665

$5,619-52.6%

$4,951-46.2%

$4,740-43.8%

Participant deferral / active EE

$5,434

$6,446-15.7%

$5,638-3.6%

$6,400-15.1%

Admin fee / account holder

$18,088-100.0%

$14,673-100.0%

$11,425-100.0%

MANISH V. SHELADIA, DMD, PLLC SAFE HARBOR 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MANISH V. SHELADIA, DMD, PLLC SAFE HARBOR 401K 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