Retirement plan

THE DERMATOLOGY CENTER OF NEWT 401K PROFIT SHARING PLAN

Name: THE DERMATOLOGY CENTER OF NEWTON - THE DERMATOLOGY CENTER OF NEWT 401K PROFIT SHARING PLAN (2025) Form 5500
Creator: THE DERMATOLOGY CENTER OF NEWTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DERMATOLOGY CENTER OF NEWT 401K PROFIT SHARING PLAN, THE DERMATOLOGY CENTER OF NEWTON

THE DERMATOLOGY CENTER OF NEWTONEIN 58-2594216Plan #001PY 2025

4155 BAKER ST NE STE 100 - COVINGTON, GA 30014706-831-4556overtondermatology.comLinkedIn1-10 employeeshospital & health care

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$633K

+28.4% from 2024

Total participants

+15.8% from 2024

Average account balance

$57,527

+16.8% from 2024

Annual return

14.30%

+3.54 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$633K

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

55.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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

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

$150

$8 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.024%

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

$57,527

$185,312-69.0%

$161,489-64.4%

$154,746-62.8%

Participation rate

45.0%

82.5%-37.5pp

78.7%-33.7pp

80.7%-35.7pp

Annual return

14.30%

103.84%-89.5pp

89.72%-75.4pp

172.34%-158.0pp

Employer contribution / active EE

$4,769-100.0%

$4,268-100.0%

$4,379-100.0%

Participant deferral / active EE

$3,480

$6,350-45.2%

$5,630-38.2%

$6,730-48.3%

Admin fee / account holder

$14

$18,654-99.9%

$16,006-99.9%

$14,365-99.9%

THE DERMATOLOGY CENTER OF NEWT 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DERMATOLOGY CENTER OF NEWT 401K 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