Retirement plan

ANTHONY L. TORTORICH, DDS, PA PROFIT SHARING PLAN

Name: ANTHONY L. TORTORICH, DDS, PA - ANTHONY L. TORTORICH, DDS, PA PROFIT SHARING PLAN (2019) Form 5500
Creator: ANTHONY L. TORTORICH, DDS, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANTHONY L. TORTORICH, DDS, PA PROFIT SHARING PLAN, ANTHONY L. TORTORICH, DDS, PA

ANTHONY L. TORTORICH, DDS, PAEIN 71-0654685Plan #001PY 2019

4220 N RODNEY PARHAM RD STE 103 - LITTLE ROCK, AR 72212501-224-8332tortorichoralsurgery.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.3M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

+24.4% from 2017

Total participants

+25.0% from 2017

Average account balance

$448,628

-0.5% from 2017

Annual return

26.25%

+8.58 pp from 2017

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.05M

Not enough data

1 years with asset history on file

Average account balance

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

$810K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.71%

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 codes2E2G2J3E

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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$16K

$3290 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.733%

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

$448,628

$202,342+121.7%

$172,752+159.7%

$152,897+193.4%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

26.25%

1029.83%-1003.6pp

802.97%-776.7pp

345.43%-319.2pp

Employer contribution / active EE

$5,417

$5,858-7.5%

$5,144+5.3%

$4,764+13.7%

Participant deferral / active EE

$4,900

$5,948-17.6%

$5,198-5.7%

$5,851-16.3%

Admin fee / account holder

$3,290

$17,111-80.8%

$13,955-76.4%

$11,599-71.6%

ANTHONY L. TORTORICH, DDS, PA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANTHONY L. TORTORICH, DDS, PA 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