Retirement plan

GUEST DENTAL PC, 401 (K) PROFIT SHARING PLAN

Name: GUEST DENTAL, PC - GUEST DENTAL PC, 401 (K) PROFIT SHARING PLAN (2019) Form 5500
Creator: GUEST DENTAL, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUEST DENTAL PC, 401 (K) PROFIT SHARING PLAN, GUEST DENTAL, PC

GUEST DENTAL, PCEIN 62-1083641Plan #001PY 2019

2133 LONGREEN ROAD - KINGSPORT, TN 376605054423-247-2151

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2M

+32.4% from 2018

Total participants

0.0% from 2018

Average account balance

$130,869

+32.4% from 2018

Annual return

25.59%

+31.94 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.62M

Not enough data

1 years with asset history on file

Average account balance

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

$302K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3750

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 codes2E2J2G

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$134 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.109%

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

$130,869

$202,342-35.3%

$172,753-24.2%

$152,909-14.4%

Participation rate

87.5%

87.1%+0.4pp

82.6%+4.9pp

82.5%+5.0pp

Annual return

25.59%

1029.88%-1004.3pp

803.00%-777.4pp

345.46%-319.9pp

Employer contribution / active EE

$2,455

$5,857-58.1%

$5,144-52.3%

$4,764-48.5%

Participant deferral / active EE

$3,961

$5,948-33.4%

$5,198-23.8%

$5,851-32.3%

Admin fee / account holder

$143

$17,112-99.2%

$13,956-99.0%

$11,601-98.8%

GUEST DENTAL PC, 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUEST DENTAL PC, 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