Retirement plan

DOUGLAS R. HALLORAN, D. D. S. , INC. 401K PROFIT SHARING PLAN

Name: DOUGLAS R. HALLORAN, D. D. S. , INC - DOUGLAS R. HALLORAN, D. D. S. , INC. 401K PROFIT SHARING PLAN (2019) Form 5500
Creator: DOUGLAS R. HALLORAN, D. D. S. , INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOUGLAS R. HALLORAN, D. D. S. , INC. 401K PROFIT SHARING PLAN, DOUGLAS R. HALLORAN, D. D. S. , INC

DOUGLAS R. HALLORAN, D. D. S. , INCEIN 56-2496482Plan #001PY 2019

1100 W. SHAW AVE. STE. 146 - FRESNO, CA 93711559-224-9925douglasrwalldds.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$65K

No prior year

Total participants

No prior year

Average account balance

$10,772

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$575K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$439

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$171 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.589%

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

$10,772

$202,342-94.7%

$172,752-93.8%

$152,897-93.0%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

0.00%

1029.83%-1029.8pp

802.97%-803.0pp

345.43%-345.4pp

Employer contribution / active EE

$2,217

$5,858-62.2%

$5,144-56.9%

$4,764-53.5%

Participant deferral / active EE

$6,069

$5,948+2.0%

$5,198+16.8%

$5,851+3.7%

Admin fee / account holder

$171

$17,111-99.0%

$13,955-98.8%

$11,599-98.5%

DOUGLAS R. HALLORAN, D. D. S. , INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOUGLAS R. HALLORAN, D. D. S. , INC. 401K 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