Retirement plan

JOHN M. CORELLA DMD, PA 401(K) PROFIT SHARING PLAN

Name: JOHN M. CORELLA DMD, PA - JOHN M. CORELLA DMD, PA 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: JOHN M. CORELLA DMD, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN M. CORELLA DMD, PA 401(K) PROFIT SHARING PLAN, JOHN M. CORELLA DMD, PA

JOHN M. CORELLA DMD, PAEIN 57-1035807Plan #001PY 2025

100 HARTH PLACE - SUMMERVILLE, SC 29485843-873-7326

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$790K

+29.7% from 2024

Total participants

-13.3% from 2024

Average account balance

$157,965

+29.7% from 2024

Annual return

16.92%

+5.48 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$790K

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

41.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$100

$8 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.013%

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

$157,965

$172,111-8.2%

$150,298+5.1%

$137,256+15.1%

Participation rate

33.3%

81.7%-48.4pp

77.8%-44.4pp

80.0%-46.6pp

Annual return

16.92%

69.37%-52.5pp

62.79%-45.9pp

220.34%-203.4pp

Employer contribution / active EE

$995

$4,636-78.5%

$4,154-76.0%

$4,156-76.1%

Participant deferral / active EE

$5,510

$6,166-10.6%

$5,453+1.1%

$6,407-14.0%

Admin fee / account holder

$20

$16,471-99.9%

$14,116-99.9%

$12,270-99.8%

JOHN M. CORELLA DMD, PA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN M. CORELLA DMD, PA 401(K) 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