Retirement plan

CHRISTOPHER L. ANDREWS, D.M.D., P.A. PROFIT SHARING PLAN

Name: CHRISTOPHER L. ANDREWS, D.M.D., P.A. - CHRISTOPHER L. ANDREWS, D.M.D., P.A. PROFIT SHARING PLAN (2017) Form 5500
Creator: CHRISTOPHER L. ANDREWS, D.M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTOPHER L. ANDREWS, D.M.D., P.A. PROFIT SHARING PLAN, CHRISTOPHER L. ANDREWS, D.M.D., P.A.

CHRISTOPHER L. ANDREWS, D.M.D., P.A.EIN 57-1013963Plan #002PY 2017

6100 GARNERS FERRY RD. - COLUMBIA, SC 29209803-783-4275

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+23.9% from 2016

Total participants

0.0% from 2016

Average account balance

$119,593

+23.9% from 2016

Annual return

16.50%

+13.68 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

$3.15M

Not enough data

1 years with asset history on file

Average account balance

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

$315K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+15.91%

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

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.

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

$119,593

$198,457-39.7%

$170,435-29.8%

$147,586-19.0%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

16.50%

257.30%-240.8pp

205.94%-189.4pp

578.59%-562.1pp

Employer contribution / active EE

$2,136

$6,183-65.5%

$5,432-60.7%

$4,876-56.2%

Participant deferral / active EE

$8,014

$5,629+42.4%

$4,939+62.3%

$5,439+47.4%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

CHRISTOPHER L. ANDREWS, D.M.D., P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHRISTOPHER L. ANDREWS, D.M.D., P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion