Retirement plan

UPPER VALLEY PEDIATRIC DENTISTRY PC 401(K) PROFIT SHARING PLAN

Name: UPPER VALLEY PEDIATRIC DENTISTRY PC - UPPER VALLEY PEDIATRIC DENTISTRY PC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: UPPER VALLEY PEDIATRIC DENTISTRY PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UPPER VALLEY PEDIATRIC DENTISTRY PC 401(K) PROFIT SHARING PLAN, UPPER VALLEY PEDIATRIC DENTISTRY PC

UPPER VALLEY PEDIATRIC DENTISTRY PCEIN 47-2884876Plan #001PY 2024

30 AIRPORT ROAD, SUITE 7 - WEST LEBANON, NH 03784603-790-8130uvpediatricdentistry.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$507K

+25.6% from 2023

Total participants

+33.3% from 2023

Average account balance

$72,497

+7.7% from 2023

Annual return

9.81%

-5.28 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$700K

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+21.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$982

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$891 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.878%

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

$72,497

$183,592-60.5%

$155,574-53.4%

$145,877-50.3%

Participation rate

80.0%

82.7%-2.7pp

78.2%+1.8pp

80.3%-0.3pp

Annual return

9.81%

61.37%-51.6pp

64.87%-55.1pp

551.28%-541.5pp

Employer contribution / active EE

$7,748

$5,317+45.7%

$4,676+65.7%

$4,663+66.2%

Participant deferral / active EE

$5,027

$6,466-22.2%

$5,629-10.7%

$6,691-24.9%

Admin fee / account holder

$636

$19,316-96.7%

$15,914-96.0%

$13,402-95.3%

UPPER VALLEY PEDIATRIC DENTISTRY PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UPPER VALLEY PEDIATRIC DENTISTRY 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