Retirement plan

SPRINGER DENTAL CARE LLC 401(K) PROFIT SHARING PLAN

Name: SPRINGER DENTAL CARE LLC - SPRINGER DENTAL CARE LLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SPRINGER DENTAL CARE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPRINGER DENTAL CARE LLC 401(K) PROFIT SHARING PLAN, SPRINGER DENTAL CARE LLC

SPRINGER DENTAL CARE LLCEIN 46-4227328Plan #001PY 2018

3702 EAST MISHAWAKA ROAD - ELKHART, IN 46517574-875-6595springerdentalcare.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$194K

+152.3% from 2017

Total participants

+37.5% from 2017

Average account balance

$17,596

+83.5% from 2017

Annual return

-8.51%

-8.51 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.57M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

102.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$339K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+6.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1749

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 codes2E2J3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$165 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.937%

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

$17,596

$180,462-90.2%

$154,111-88.6%

$135,379-87.0%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-8.51%

888.17%-896.7pp

735.18%-743.7pp

519.79%-528.3pp

Employer contribution / active EE

$6,654

$6,036+10.2%

$5,298+25.6%

$4,779+39.2%

Participant deferral / active EE

$4,726

$5,806-18.6%

$5,081-7.0%

$5,609-15.7%

Admin fee / account holder

$165

$16,145-99.0%

$13,411-98.8%

$10,828-98.5%

SPRINGER DENTAL CARE LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPRINGER DENTAL CARE LLC 401(K) PROFIT SHARING 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