Retirement plan

CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN

Name: CENTRAL OKLAHOMA ORAL & MAXILLOFACI SURGERY ASSOCIATES, INC. - CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN (2015) Form 5500
Creator: CENTRAL OKLAHOMA ORAL & MAXILLOFACI SURGERY ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN, CENTRAL OKLAHOMA ORAL & MAXILLOFACI SURGERY ASSOCIATES, INC.

CENTRAL OKLAHOMA ORAL & MAXILLOFACI SURGERY ASSOCIATES, INC.EIN 73-1484330Plan #001PY 2015

2909 DRAKESTONE AVE - OKLAHOMA CITY, OK 73120405-624-1300coomsa.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

No prior year

Average account balance

$198,612

No prior year

Annual return

-3.62%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.73M

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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.

287.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$182K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+39.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56

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 codes2E2G2J2Q2R

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.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

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

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

$198,612

$168,635+17.8%

$147,617+34.5%

$125,389+58.4%

Participation rate

87.5%

88.8%-1.3pp

84.6%+2.9pp

83.2%+4.3pp

Annual return

-3.62%

77.65%-81.3pp

61.98%-65.6pp

282.24%-285.9pp

Employer contribution / active EE

$18,324

$6,252+193.1%

$5,564+229.3%

$4,866+276.6%

Participant deferral / active EE

$3,647

$5,507-33.8%

$4,895-25.5%

$5,352-31.9%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CENTRAL OKLAHOMA ORAL & MAXILLOFACIAL EMPLOYEES 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