Retirement plan

DAVID B. LANDGREN D. D. S. , P. C. 401(K) PROFIT SHARING PLAN

Name: DAVID B. LANDGREN, D.D.S., P.C. - DAVID B. LANDGREN D. D. S. , P. C. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: DAVID B. LANDGREN, D.D.S., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID B. LANDGREN D. D. S. , P. C. 401(K) PROFIT SHARING PLAN, DAVID B. LANDGREN, D.D.S., P.C.

DAVID B. LANDGREN, D.D.S., P.C.EIN 47-0796072Plan #001PY 2019

515 NORTH DENVER AVE - HASTINGS, NE 68901402-463-2300

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.5M

+27.5% from 2018

Total participants

0.0% from 2018

Average account balance

$229,348

+15.9% from 2018

Annual return

25.29%

+31.90 pp from 2018

Benchmarks

See 104,312 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,312 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.97M

Not enough data

1 years with asset history on file

Average account balance

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

$360K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1182

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.

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

$229,348

$202,345+13.3%

$172,755+32.8%

$152,885+50.0%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

25.29%

1029.77%-1004.5pp

802.94%-777.6pp

345.39%-320.1pp

Employer contribution / active EE

$1,527

$5,858-73.9%

$5,144-70.3%

$4,763-67.9%

Participant deferral / active EE

$3,278

$5,948-44.9%

$5,198-36.9%

$5,851-44.0%

Admin fee / account holder

$17,111-100.0%

$13,955-100.0%

$11,598-100.0%

DAVID B. LANDGREN D. D. S. , P. C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DAVID B. LANDGREN D. D. S. , P. C. 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