Retirement plan

PRUITT, STOWE, STEINBICKER AND TAYLOR, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN

Name: WINSTON SMILES DENTISTRY - PRUITT, STOWE, STEINBICKER AND TAYLOR, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN (2019) Form 5500
Creator: WINSTON SMILES DENTISTRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRUITT, STOWE, STEINBICKER AND TAYLOR, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN, WINSTON SMILES DENTISTRY

WINSTON SMILES DENTISTRYEIN 56-1901161Plan #003PY 2019

1410 PLAZA WEST DRIVE - WINSTON-SALEM, NC 27103336-765-1881

Other plans on this EIN

1 filing

#001Retirement-$9.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

+29.6% from 2018

Total participants

+6.1% from 2018

Average account balance

No prior year

Annual return

19.88%

+25.16 pp from 2018

Benchmarks

See 935 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined benefit

Participants25-99

Cohort935 peers

Snapshot2019

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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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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)

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

See the 10-year trajectory. $4.99 for your first month.

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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.

Enrolled actuary

1 attachment

See 1 actuary disclosure. $4.99 for your first month.

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Plan features & details

Pension benefit codes1C

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$21K

$694 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.878%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$186,381-100.0%

$428,620-100.0%

$317,036-100.0%

Participation rate

0.0%

28.2%-28.2pp

46.0%-46.0pp

13.0%-13.0pp

Annual return

19.88%

12.39%+7.5pp

20.73%-0.8pp

13.59%+6.3pp

Employer contribution / active EE

$6,417

$14,456-55.6%

$36,500-82.4%

$14,592-56.0%

Participant deferral / active EE

$9-100.0%

$77-100.0%

$67-100.0%

Admin fee / account holder

$2,031-100.0%

$7,495-100.0%

$29,657-100.0%

PRUITT, STOWE, STEINBICKER AND TAYLOR, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRUITT, STOWE, STEINBICKER AND TAYLOR, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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