Retirement plan

RODRIGUEZ DENTAL OFFICE, P.C. 401(K) PLAN

Name: RODRIGUEZ DENTAL OFFICE, P.C. - RODRIGUEZ DENTAL OFFICE, P.C. 401(K) PLAN (2023) Form 5500
Creator: RODRIGUEZ DENTAL OFFICE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RODRIGUEZ DENTAL OFFICE, P.C. 401(K) PLAN, RODRIGUEZ DENTAL OFFICE, P.C.

RODRIGUEZ DENTAL OFFICE, P.C.EIN 52-2312657Plan #001PY 2023

919 18TH STREET, N.W., SUITE LL-52 - WASHINGTON, DC 20006202-659-8568LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$634K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

+21.6% from 2022

Total participants

0.0% from 2022

Average account balance

$221,205

+21.6% from 2022

Annual return

18.40%

+27.67 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.06M

Not enough data

1 years with asset history on file

Average account balance

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

$258K

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

$64K

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

+12.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$874

$175 / participant

Other / not subdivided$874100.0%

% of EOY assets

0.049%

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

$221,205

$175,257+26.2%

$149,717+47.7%

$139,456+58.6%

Participation rate

80.0%

83.4%-3.4pp

78.8%+1.2pp

80.3%-0.3pp

Annual return

18.40%

166.70%-148.3pp

134.41%-116.0pp

373.45%-355.0pp

Employer contribution / active EE

$3,336

$5,477-39.1%

$4,820-30.8%

$4,753-29.8%

Participant deferral / active EE

$5,978

$6,521-8.3%

$5,682+5.2%

$6,711-10.9%

Admin fee / account holder

$109

$16,156-99.3%

$13,213-99.2%

$11,407-99.0%

RODRIGUEZ DENTAL OFFICE, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RODRIGUEZ DENTAL OFFICE, P.C. 401(K) 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