Retirement plan

N.S. ELIAS, D.D.S., M.S., 401K PROFIT SHARING PLAN

Name: NIDAL S. ELIAS, D.D.S., M.S., P.A. - N.S. ELIAS, D.D.S., M.S., 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: NIDAL S. ELIAS, D.D.S., M.S., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, N.S. ELIAS, D.D.S., M.S., 401K PROFIT SHARING PLAN, NIDAL S. ELIAS, D.D.S., M.S., P.A.

NIDAL S. ELIAS, D.D.S., M.S., P.A.EIN 59-3051738Plan #001PY 2017

9250 BAYMEADOWS RD STE 300 - JACKSONVILLE, FL 322561813904-731-2120

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.6M

+14.1% from 2016

Total participants

+20.0% from 2016

Average account balance

$430,198

-4.9% from 2016

Annual return

9.51%

+0.57 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.82M

Not enough data

1 years with asset history on file

Average account balance

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

$689K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$196K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+22.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$430,198

$198,462+116.8%

$170,439+152.4%

$147,585+191.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

9.51%

257.30%-247.8pp

205.94%-196.4pp

578.58%-569.1pp

Employer contribution / active EE

$4,534

$6,184-26.7%

$5,433-16.6%

$4,876-7.0%

Participant deferral / active EE

$12,689

$5,629+125.4%

$4,939+156.9%

$5,439+133.3%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

N.S. ELIAS, D.D.S., M.S., 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

N.S. ELIAS, D.D.S., M.S., 401K 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