Retirement plan

CHRISTOPHER C. POTTS, D.M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Name: CHRISTOPHER C. POTTS, D.M.D., P.A. - CHRISTOPHER C. POTTS, D.M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: CHRISTOPHER C. POTTS, D.M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTOPHER C. POTTS, D.M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, CHRISTOPHER C. POTTS, D.M.D., P.A.

CHRISTOPHER C. POTTS, D.M.D., P.A.EIN 56-0986202Plan #002PY 2025

2300 WAYNE MEMORIAL DR., STE. C - GOLDSBORO, NC 275341747919-735-5999

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+25.0% from 2024

Total participants

+9.1% from 2024

Average account balance

$121,302

+14.6% from 2024

Annual return

13.87%

+1.85 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1019

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

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

$12K

$1359 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.840%

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

$121,302

$181,062-33.0%

$158,223-23.3%

$155,188-21.8%

Participation rate

100.0%

82.7%+17.3pp

79.2%+20.8pp

80.8%+19.2pp

Annual return

13.87%

57.39%-43.5pp

52.09%-38.2pp

148.84%-135.0pp

Employer contribution / active EE

$8,966

$4,565+96.4%

$4,109+118.2%

$4,248+111.1%

Participant deferral / active EE

$5,407

$6,134-11.9%

$5,467-1.1%

$6,531-17.2%

Admin fee / account holder

$1,019

$18,825-94.6%

$16,047-93.6%

$14,480-93.0%

CHRISTOPHER C. POTTS, D.M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRISTOPHER C. POTTS, D.M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

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