Retirement plan

TOMALTY DENTAL CARE 401(K) PLAN

Name: JORDAN S. TOMALTY, DMD, PA - TOMALTY DENTAL CARE 401(K) PLAN (2017) Form 5500
Creator: JORDAN S. TOMALTY, DMD, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOMALTY DENTAL CARE 401(K) PLAN, JORDAN S. TOMALTY, DMD, PA

JORDAN S. TOMALTY, DMD, PAEIN 54-2174304Plan #001PY 2017

8794 WEST BOYNTON BEACH BOULEVARD, SUITE 110 - BOYNTON BEACH, FL 33473561-735-9898

Other plans on this EIN

1 filing

#002Retirement-$418K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$661K

+103.6% from 2016

Total participants

+550.0% from 2016

Average account balance

$55,082

-66.1% from 2016

Annual return

71.13%

+112.13 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

$2.83M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

81.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$192K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

-5.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$415

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$250

$19 / participant

Other / not subdivided$250100.0%

% of EOY assets

0.038%

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

$55,082

$198,457-72.2%

$170,435-67.7%

$147,586-62.7%

Participation rate

92.3%

88.0%+4.3pp

83.6%+8.7pp

82.8%+9.5pp

Annual return

71.13%

257.30%-186.2pp

205.94%-134.8pp

578.59%-507.5pp

Employer contribution / active EE

$2,572

$6,183-58.4%

$5,432-52.7%

$4,876-47.3%

Participant deferral / active EE

$5,538

$5,629-1.6%

$4,939+12.1%

$5,439+1.8%

Admin fee / account holder

$21

$16,852-99.9%

$13,881-99.8%

$10,886-99.8%

TOMALTY DENTAL CARE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOMALTY DENTAL CARE 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