Retirement plan

ABRAHAM STEIN, DMD, MS, P.C. SAFE HARBOR 401K PROFIT SHARING PLAN AND TRUST

Name: ABRAHAM STEIN DMD MS PC - ABRAHAM STEIN, DMD, MS, P.C. SAFE HARBOR 401K PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: ABRAHAM STEIN DMD MS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABRAHAM STEIN, DMD, MS, P.C. SAFE HARBOR 401K PROFIT SHARING PLAN AND TRUST, ABRAHAM STEIN DMD MS PC

ABRAHAM STEIN DMD MS PCEIN 46-5159643Plan #001PY 2017

4711 WEST GOLF RD, STE 912 - SKOKIE, IL 60076847-676-3500

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$198K

+70.9% from 2016

Total participants

+12.5% from 2016

Average account balance

$22,029

+51.9% from 2016

Annual return

18.10%

+18.10 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.57M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

106.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$230K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+16.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2825

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 codes2E2J

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.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$22,029

$198,461-88.9%

$170,436-87.1%

$147,585-85.1%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

18.10%

257.30%-239.2pp

205.94%-187.8pp

578.57%-560.5pp

Employer contribution / active EE

$2,625

$6,184-57.5%

$5,433-51.7%

$4,876-46.2%

Participant deferral / active EE

$6,127

$5,629+8.8%

$4,939+24.1%

$5,439+12.7%

Admin fee / account holder

$16,852-100.0%

$13,880-100.0%

$10,885-100.0%

ABRAHAM STEIN, DMD, MS, P.C. SAFE HARBOR 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ABRAHAM STEIN, DMD, MS, P.C. SAFE HARBOR 401K PROFIT SHARING PLAN AND TRUST

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