Retirement plan

POOLER PEDIATRIC DENTISTRY 401(K) PLAN

Name: CARLA G. STAPPENBECK, DDS, LLC - POOLER PEDIATRIC DENTISTRY 401(K) PLAN (2022) Form 5500
Creator: CARLA G. STAPPENBECK, DDS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POOLER PEDIATRIC DENTISTRY 401(K) PLAN, CARLA G. STAPPENBECK, DDS, LLC

CARLA G. STAPPENBECK, DDS, LLCEIN 47-1993720Plan #001PY 2022

120 TOWNE CENTER DR., SUITE 500 - POOLER, GA 31322912-376-9296

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$624K

+12.9% from 2021

Total participants

+11.1% from 2021

Average account balance

$62,368

+1.6% from 2021

Annual return

-6.10%

-23.03 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$883K

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+7.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$738

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$62,368

$167,362-62.7%

$143,799-56.6%

$134,532-53.6%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-6.10%

0.47%-6.6pp

-0.04%-6.1pp

418.27%-424.4pp

Employer contribution / active EE

$7,703

$5,620+37.0%

$4,952+55.5%

$4,741+62.5%

Participant deferral / active EE

$5,433

$6,447-15.7%

$5,638-3.6%

$6,401-15.1%

Admin fee / account holder

$18,094-100.0%

$14,677-100.0%

$11,429-100.0%

POOLER PEDIATRIC DENTISTRY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

POOLER PEDIATRIC DENTISTRY 401(K) 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