Retirement plan

CHRISTIAN L. CULBREATH, DDS PROFIT SHARING PLAN

Name: CHRISTIAN L. CULBREATH, DDS - CHRISTIAN L. CULBREATH, DDS PROFIT SHARING PLAN (2017) Form 5500
Creator: CHRISTIAN L. CULBREATH, DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTIAN L. CULBREATH, DDS PROFIT SHARING PLAN, CHRISTIAN L. CULBREATH, DDS

CHRISTIAN L. CULBREATH, DDSEIN 62-1572830Plan #001PY 2017

166 MURRAY GUARD DR., SUITE B - JACKSON, TN 38305731-664-9900LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

+21.2% from 2016

Total participants

0.0% from 2016

Average account balance

$383,541

+21.2% from 2016

Annual return

15.01%

+7.13 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.30M

Not enough data

1 years with asset history on file

Average account balance

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

$573K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$249K

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

+12.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16831

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 codes2E2J3D3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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

$383,541

$198,457+93.3%

$170,435+125.0%

$147,586+159.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

15.01%

257.30%-242.3pp

205.94%-190.9pp

578.59%-563.6pp

Employer contribution / active EE

$10,417

$6,183+68.5%

$5,432+91.8%

$4,876+113.6%

Participant deferral / active EE

$9,245

$5,629+64.2%

$4,939+87.2%

$5,439+70.0%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

CHRISTIAN L. CULBREATH, DDS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHRISTIAN L. CULBREATH, DDS 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