Retirement plan

ORAL SURGERY ASSOCIATES OF CENTRAL GEORGIA, PC PROFIT SHARING PLAN

Name: ORAL SURGERY ASSOCIATES OF CENTRAL GEORGIA, PC - ORAL SURGERY ASSOCIATES OF CENTRAL GEORGIA, PC PROFIT SHARING PLAN (2017) Form 5500
Creator: ORAL SURGERY ASSOCIATES OF CENTRAL GEORGIA, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORAL SURGERY ASSOCIATES OF CENTRAL GEORGIA, PC PROFIT SHARING PLAN, ORAL SURGERY ASSOCIATES OF CENTRAL GEORGIA, PC

ORAL SURGERY ASSOCIATES OF CENTRAL GEORGIA, PCEIN 58-2339586Plan #001PY 2017

324 MARGIE DR. - WARNER ROBBINS, GA 31088478-971-8811drszakal.comLinkedIn1-10 employees

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+18.2% from 2016

Total participants

0.0% from 2016

Average account balance

$178,152

+18.2% from 2016

Annual return

14.53%

+11.45 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

$2.72M

Not enough data

1 years with asset history on file

Average account balance

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

$389K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+11.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8532

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$33K

$5433 / participant

Other / not subdivided$33K100.0%

% of EOY assets

2.287%

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

$178,152

$198,457-10.2%

$170,435+4.5%

$147,586+20.7%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

14.53%

257.30%-242.8pp

205.94%-191.4pp

578.59%-564.1pp

Employer contribution / active EE

$2,962

$6,183-52.1%

$5,432-45.5%

$4,876-39.3%

Participant deferral / active EE

$7,293

$5,629+29.6%

$4,939+47.7%

$5,439+34.1%

Admin fee / account holder

$4,075

$16,852-75.8%

$13,881-70.6%

$10,886-62.6%

ORAL SURGERY ASSOCIATES OF CENTRAL GEORGIA, PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORAL SURGERY ASSOCIATES OF CENTRAL GEORGIA, 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