Retirement plan

CENTER FOR ORAL AND MAXILLOFACIAL SURGERY PROFIT SHARING PLAN

Name: LEO F. MENENDEZ, D.D.S., P.A. - CENTER FOR ORAL AND MAXILLOFACIAL SURGERY PROFIT SHARING PLAN (2017) Form 5500
Creator: LEO F. MENENDEZ, D.D.S., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR ORAL AND MAXILLOFACIAL SURGERY PROFIT SHARING PLAN, LEO F. MENENDEZ, D.D.S., P.A.

LEO F. MENENDEZ, D.D.S., P.A.EIN 52-0892682Plan #004PY 2017

3233 SUPERIOR LANE, SUITE B-23 - BOWIE, MD 20715301-262-4500

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+25.9% from 2016

Total participants

+16.7% from 2016

Average account balance

$201,731

+7.9% from 2016

Annual return

19.27%

+16.59 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.45M

Not enough data

1 years with asset history on file

Average account balance

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

$493K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+21.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5420

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 codes2E2H2J3D

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

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

$8K

$1343 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.571%

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

$201,731

$198,457+1.6%

$170,435+18.4%

$147,586+36.7%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

19.27%

257.30%-238.0pp

205.94%-186.7pp

578.59%-559.3pp

Employer contribution / active EE

$7,747

$6,183+25.3%

$5,432+42.6%

$4,876+58.9%

Participant deferral / active EE

$4,622

$5,629-17.9%

$4,939-6.4%

$5,439-15.0%

Admin fee / account holder

$1,151

$16,852-93.2%

$13,881-91.7%

$10,886-89.4%

CENTER FOR ORAL AND MAXILLOFACIAL SURGERY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR ORAL AND MAXILLOFACIAL SURGERY 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