Retirement plan

TODD R. DENSON, D.M.D., P.A. 401(K) PROFIT SHARING PLAN

Name: TODD R. DENSON, D.M.D., P.A. - TODD R. DENSON, D.M.D., P.A. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: TODD R. DENSON, D.M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TODD R. DENSON, D.M.D., P.A. 401(K) PROFIT SHARING PLAN, TODD R. DENSON, D.M.D., P.A.

TODD R. DENSON, D.M.D., P.A.EIN 59-1779529Plan #001PY 2020

2191 GARDEN STREET - TITUSVILLE, FL 327962577321-269-5701drdenson.netLinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

+18.2% from 2019

Total participants

0.0% from 2019

Average account balance

$239,922

+18.2% from 2019

Annual return

13.16%

+6.24 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+17.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9085

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$2K

$251 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.105%

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

$239,922

$209,425+14.6%

$178,499+34.4%

$158,966+50.9%

Participation rate

87.5%

86.4%+1.1pp

81.9%+5.6pp

82.0%+5.5pp

Annual return

13.16%

188.80%-175.6pp

151.10%-137.9pp

302.95%-289.8pp

Employer contribution / active EE

$1,974

$5,707-65.4%

$5,011-60.6%

$4,762-58.5%

Participant deferral / active EE

$8,475

$5,955+42.3%

$5,202+62.9%

$5,983+41.6%

Admin fee / account holder

$251

$17,078-98.5%

$13,986-98.2%

$11,250-97.8%

TODD R. DENSON, D.M.D., P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TODD R. DENSON, D.M.D., P.A. 401(K) 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