Retirement plan

HELMS ADVANCED DENTAL CARE, PC 401(K) PROFIT SHARING PLAN

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

HELMS ADVANCED DENTAL CARE, PCEIN 47-2474141Plan #001PY 2018

2431 WEST MAIN STREET, SUITE 402 - DOTHAN, AL 36301334-793-5334

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$163K

+21.3% from 2017

Total participants

+14.3% from 2017

Average account balance

$23,286

+4.0% from 2017

Annual return

-8.43%

-26.84 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

$395K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$475

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 codes2E2J2H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

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

$105

$13 / participant

Other / not subdivided$105100.0%

% of EOY assets

0.064%

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

$23,286

$180,462-87.1%

$154,111-84.9%

$135,379-82.8%

Participation rate

87.5%

87.4%+0.1pp

83.0%+4.5pp

82.6%+4.9pp

Annual return

-8.43%

888.17%-896.6pp

735.18%-743.6pp

519.79%-528.2pp

Employer contribution / active EE

$1,865

$6,036-69.1%

$5,298-64.8%

$4,779-61.0%

Participant deferral / active EE

$3,131

$5,806-46.1%

$5,081-38.4%

$5,609-44.2%

Admin fee / account holder

$15

$16,145-99.9%

$13,411-99.9%

$10,828-99.9%

HELMS ADVANCED DENTAL CARE, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HELMS ADVANCED DENTAL CARE, PC 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