Retirement plan

SCOTT A. MCQUISTON, DDS, LTD. 401(K) PROFIT SHARING PLAN

Name: SCOTT A. MCQUISTON, DDS, LTD. - SCOTT A. MCQUISTON, DDS, LTD. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SCOTT A. MCQUISTON, DDS, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCOTT A. MCQUISTON, DDS, LTD. 401(K) PROFIT SHARING PLAN, SCOTT A. MCQUISTON, DDS, LTD.

SCOTT A. MCQUISTON, DDS, LTD.EIN 54-0910876Plan #002PY 2017

5350 SHAWNEE ROAD 310 - ALEXANDRIA, VA 22312703-354-0111drmcquiston.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$683K

+14.3% from 2016

Total participants

0.0% from 2016

Average account balance

$170,645

No prior year

Annual return

10.52%

+10.58 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

$1.52M

Not enough data

1 years with asset history on file

Average account balance

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

$505K

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

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+7.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5586

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 codes2E2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$75

$19 / participant

Other / not subdivided$75100.0%

% of EOY assets

0.011%

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

$170,645

$198,457-14.0%

$170,435+0.1%

$147,586+15.6%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

10.52%

257.30%-246.8pp

205.94%-195.4pp

578.59%-568.1pp

Employer contribution / active EE

$2,107

$6,183-65.9%

$5,432-61.2%

$4,876-56.8%

Participant deferral / active EE

$3,600

$5,629-36.0%

$4,939-27.1%

$5,439-33.8%

Admin fee / account holder

$19

$16,852-99.9%

$13,881-99.9%

$10,886-99.8%

SCOTT A. MCQUISTON, DDS, LTD. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCOTT A. MCQUISTON, DDS, LTD. 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