Retirement plan

DENTAL REFLECTIONS DUBLIN 401(K) PROFIT SHARING PLAN

Name: TAGHREED AS-SANIE, DDS, LLC D/B/A DENTAL REFLECTIONS DUBLIN - DENTAL REFLECTIONS DUBLIN 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: TAGHREED AS-SANIE, DDS, LLC D/B/A DENTAL REFLECTIONS DUBLIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENTAL REFLECTIONS DUBLIN 401(K) PROFIT SHARING PLAN, TAGHREED AS-SANIE, DDS, LLC D/B/A DENTAL REFLECTIONS DUBLIN

TAGHREED AS-SANIE, DDS, LLC D/B/A DENTAL REFLECTIONS DUBLINEIN 47-3836552Plan #001PY 2021

5080 BRADENTON AVE., SUITE A - DUBLIN, OH 43017614-799-5576

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$45K

No prior year

Total participants

No prior year

Average account balance

$4,973

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$442K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+19.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7818

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$4,973

$217,427-97.7%

$185,837-97.3%

$167,518-97.0%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

0.00%

148.39%-148.4pp

122.08%-122.1pp

478.71%-478.7pp

Employer contribution / active EE

$853

$5,874-85.5%

$5,168-83.5%

$4,838-82.4%

Participant deferral / active EE

$4,069

$6,357-36.0%

$5,568-26.9%

$6,342-35.8%

Admin fee / account holder

$19,816-100.0%

$16,241-100.0%

$12,312-100.0%

DENTAL REFLECTIONS DUBLIN 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DENTAL REFLECTIONS DUBLIN 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