Retirement plan

ABRAHAM STEIN, DMD, MS, P. C. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Name: ABRAHAM STEIN, DMD, MS, P.C. - ABRAHAM STEIN, DMD, MS, P. C. SAFE HARBOR 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: ABRAHAM STEIN, DMD, MS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABRAHAM STEIN, DMD, MS, P. C. SAFE HARBOR 401(K) PROFIT SHARING PLAN, ABRAHAM STEIN, DMD, MS, P.C.

ABRAHAM STEIN, DMD, MS, P.C.EIN 46-5159643Plan #001PY 2019

4711 GOLF ROAD, SUITE 912 - SKOKIE, IL 60076847-676-3500

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$780K

+436.0% from 2018

Total participants

+133.3% from 2018

Average account balance

$111,486

+129.7% from 2018

Annual return

375.12%

+379.88 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.05M

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$187K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+21.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3556

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$277 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.249%

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

$111,486

$202,342-44.9%

$172,752-35.5%

$152,897-27.1%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

375.12%

1029.83%-654.7pp

802.97%-427.9pp

345.43%+29.7pp

Employer contribution / active EE

$6,773

$5,858+15.6%

$5,144+31.7%

$4,764+42.2%

Participant deferral / active EE

$5,898

$5,948-0.8%

$5,198+13.5%

$5,851+0.8%

Admin fee / account holder

$277

$17,111-98.4%

$13,955-98.0%

$11,599-97.6%

ABRAHAM STEIN, DMD, MS, P. C. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABRAHAM STEIN, DMD, MS, P. C. SAFE HARBOR 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