Retirement plan

DALTON EAR, NOSE AND THROAT ASSOCIATES, PC PROFIT SHARING PLAN

Name: DALTON EAR, NOSE AND THROAT ASSOCIATES, PC - DALTON EAR, NOSE AND THROAT ASSOCIATES, PC PROFIT SHARING PLAN (2025) Form 5500
Creator: DALTON EAR, NOSE AND THROAT ASSOCIATES, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DALTON EAR, NOSE AND THROAT ASSOCIATES, PC PROFIT SHARING PLAN, DALTON EAR, NOSE AND THROAT ASSOCIATES, PC

DALTON EAR, NOSE AND THROAT ASSOCIATES, PCEIN 58-1346595Plan #001PY 2025

1436 CHATTANOOGA AVE. - DALTON, GA 30720706-226-2142daltonent.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.5M

+22.8% from 2024

Total participants

-2.3% from 2024

Average account balance

$137,404

+32.0% from 2024

Annual return

17.33%

+3.70 pp from 2024

Benchmarks

See 8,256 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort8,256 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.50M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

129.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$459K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+17.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5861

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$234K

$7563 / participant

Other / not subdivided$234K100.0%

% of EOY assets

4.266%

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

$137,404

$78,690+74.6%

$161,489-14.9%

$87,485+57.1%

Participation rate

93.5%

67.5%+26.1pp

78.7%+14.9pp

68.9%+24.6pp

Annual return

17.33%

32.74%-15.4pp

89.72%-72.4pp

26.06%-8.7pp

Employer contribution / active EE

$9,144

$2,588+253.3%

$4,268+114.2%

$2,596+252.2%

Participant deferral / active EE

$5,661

$3,311+71.0%

$5,630+0.6%

$4,274+32.5%

Admin fee / account holder

$5,861

$6,724-12.8%

$16,006-63.4%

$7,775-24.6%

DALTON EAR, NOSE AND THROAT ASSOCIATES, PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DALTON EAR, NOSE AND THROAT ASSOCIATES, PC 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