Retirement plan

ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN

Name: ORAL SURGERY ASSOCIATES, L.L.P. - ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN (2020) Form 5500
Creator: ORAL SURGERY ASSOCIATES, L.L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN, ORAL SURGERY ASSOCIATES, L.L.P.

ORAL SURGERY ASSOCIATES, L.L.P.EIN 72-1296849Plan #001PY 2020

2003 FORSYTHE AVENUE - MONROE, LA 71201318-388-2621

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7M

-14.0% from 2019

Total participants

+4.2% from 2019

Average account balance

$290,773

-14.0% from 2019

Annual return

10.26%

-9.10 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.12M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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

$207K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+7.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12376

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 codes2E2J2G3B3D

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.
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

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

$2.3M

$108584 / participant

Other / not subdivided$2M100.0%

% of EOY assets

32.675%

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

$290,773

$209,422+38.8%

$178,503+62.9%

$158,982+82.9%

Participation rate

95.2%

86.4%+8.9pp

81.9%+13.3pp

82.0%+13.3pp

Annual return

10.26%

188.81%-178.6pp

151.12%-140.9pp

302.99%-292.7pp

Employer contribution / active EE

$7,759

$5,707+36.0%

$5,011+54.8%

$4,763+62.9%

Participant deferral / active EE

$5,614

$5,955-5.7%

$5,202+7.9%

$5,983-6.2%

Admin fee / account holder

$95,011

$17,079+456.3%

$13,987+579.3%

$11,252+744.4%

ORAL SURGERY ASSOCIATES, L.L.P. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORAL SURGERY ASSOCIATES, L.L.P. 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