Retirement plan

J. PHILIP EPLING, III, DDS 401(K) PROFIT SHARING PLAN

Name: J. PHILIP EPLING, III, DDS - J. PHILIP EPLING, III, DDS 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: J. PHILIP EPLING, III, DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. PHILIP EPLING, III, DDS 401(K) PROFIT SHARING PLAN, J. PHILIP EPLING, III, DDS

J. PHILIP EPLING, III, DDSEIN 72-1345133Plan #001PY 2024

63222 HIGHWAY 1090 - PEARL RIVER, LA 70452985-863-3788LinkedIn1-10 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$691K

+21.4% from 2023

Total participants

+50.0% from 2023

Average account balance

$138,211

-27.2% from 2023

Annual return

8.04%

-2.46 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$868K

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.86%

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 codes2E2F2J2T3D

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$138,211

$183,592-24.7%

$155,574-11.2%

$145,877-5.3%

Participation rate

83.3%

82.7%+0.6pp

78.2%+5.1pp

80.3%+3.0pp

Annual return

8.04%

61.37%-53.3pp

64.87%-56.8pp

551.28%-543.2pp

Employer contribution / active EE

$1,764

$5,317-66.8%

$4,676-62.3%

$4,663-62.2%

Participant deferral / active EE

$10,917

$6,466+68.8%

$5,629+93.9%

$6,691+63.2%

Admin fee / account holder

$19,316-100.0%

$15,914-100.0%

$13,402-100.0%

J. PHILIP EPLING, III, DDS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

J. PHILIP EPLING, III, DDS 401(K) 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