Retirement plan

DENTPRO OF MARIN & SONOMA 401K PLAN

Name: TIMOTHY M. HENDERSON, SOLE PROP. - DENTPRO OF MARIN & SONOMA 401K PLAN (2016) Form 5500
Creator: TIMOTHY M. HENDERSON, SOLE PROP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENTPRO OF MARIN & SONOMA 401K PLAN, TIMOTHY M. HENDERSON, SOLE PROP.

TIMOTHY M. HENDERSON, SOLE PROP.EIN 68-0337033Plan #001PY 2016

428 SAUSALITO BLVD. - SAUSALITO, CA 94965415-531-4807

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$96K

+27.6% from 2015

Total participants

0.0% from 2015

Average account balance

$31,884

+27.6% from 2015

Annual return

4.97%

+4.97 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$589K

Not enough data

1 years with asset history on file

Average account balance

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

$196K

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

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.08%

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 codes2E2F2G2J3D

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.
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

0 tripped

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

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

$31,884

$90,486-64.8%

$78,676-59.5%

$273,972-88.4%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

4.97%

75.62%-70.7pp

62.19%-57.2pp

41.46%-36.5pp

Employer contribution / active EE

$1,587

$3,175-50.0%

$2,850-44.3%

$4,869-67.4%

Participant deferral / active EE

$4,071

$3,901+4.3%

$3,517+15.8%

$5,287-23.0%

Admin fee / account holder

$5,263-100.0%

$4,510-100.0%

$10,133-100.0%

DENTPRO OF MARIN & SONOMA 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DENTPRO OF MARIN & SONOMA 401K 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