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 (2024) 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 2024

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.2M

+13.0% from 2023

Total participants

+80.0% from 2023

Average account balance

$350,244

-37.2% from 2023

Annual return

10.36%

-3.64 pp from 2023

Benchmarks

See 109,751 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,751 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$350,244

$183,519+90.8%

$155,509+125.2%

$145,922+140.0%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

10.36%

61.17%-50.8pp

64.67%-54.3pp

561.29%-550.9pp

Employer contribution / active EE

$1,356

$5,313-74.5%

$4,672-71.0%

$4,660-70.9%

Participant deferral / active EE

$7,738

$6,462+19.7%

$5,626+37.5%

$6,688+15.7%

Admin fee / account holder

$19,313-100.0%

$15,912-100.0%

$13,397-100.0%

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