Retirement plan

SOUTHEASTERN ORAL AND MAXILLOFACIAL SURGERY CENTER, INC. 401(K) PROFIT SHARING PLAN

Name: SOUTHEASTERN ORAL AND MAXILLOFACIAL SURGERY CTR. - SOUTHEASTERN ORAL AND MAXILLOFACIAL SURGERY CENTER, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SOUTHEASTERN ORAL AND MAXILLOFACIAL SURGERY CTR.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHEASTERN ORAL AND MAXILLOFACIAL SURGERY CENTER, INC. 401(K) PROFIT SHARING PLAN, SOUTHEASTERN ORAL AND MAXILLOFACIAL SURGERY CTR.

SOUTHEASTERN ORAL AND MAXILLOFACIAL SURGERY CTR.EIN 58-2449481Plan #002PY 2017

347 RED CEDAR STREET, BUILDING 200 - BLUFFTON, SC 29910843-815-4546

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+25.1% from 2016

Total participants

+14.3% from 2016

Average account balance

$185,738

+9.5% from 2016

Annual return

16.48%

+11.93 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.49M

Not enough data

1 years with asset history on file

Average account balance

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

$388K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+8.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3252

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$185,738

$198,470-6.4%

$170,444+9.0%

$147,585+25.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

16.48%

257.30%-240.8pp

205.94%-189.5pp

578.56%-562.1pp

Employer contribution / active EE

$9,021

$6,184+45.9%

$5,433+66.0%

$4,876+85.0%

Participant deferral / active EE

$8,037

$5,629+42.8%

$4,939+62.7%

$5,439+47.8%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,885-100.0%

SOUTHEASTERN ORAL AND MAXILLOFACIAL SURGERY CENTER, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SOUTHEASTERN ORAL AND MAXILLOFACIAL SURGERY CENTER, INC. 401(K) 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