Retirement plan

C. NELSON BRANNON, D.D.S. PROFIT SHARING PLAN

Name: C. NELSON BRANNON, D.D.S. - C. NELSON BRANNON, D.D.S. PROFIT SHARING PLAN (2018) Form 5500
Creator: C. NELSON BRANNON, D.D.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C. NELSON BRANNON, D.D.S. PROFIT SHARING PLAN, C. NELSON BRANNON, D.D.S.

C. NELSON BRANNON, D.D.S.EIN 77-0170477Plan #002PY 2018

3485 DAKOTA DR, SUITE 105 - SANTA MARIA, CA 934552746805-922-1017

Other plans on this EIN

1 filing

#001Retirement-$201K assets

Prospect flagsHigh assets / participantLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$608K

+1.2% from 2017

Total participants

0.0% from 2017

Average account balance

$303,810

+1.2% from 2017

Annual return

0.46%

-1.73 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$929K

Not enough data

1 years with asset history on file

Average account balance

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

$464K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes3D3B2E2F2G2T

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.
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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$24

$12 / participant

Other / not subdivided$24100.0%

% of EOY assets

0.004%

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

$303,810

$180,459+68.4%

$154,108+97.1%

$135,380+124.4%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

0.46%

888.21%-887.8pp

735.21%-734.7pp

519.81%-519.3pp

Employer contribution / active EE

$2,355

$6,035-61.0%

$5,298-55.6%

$4,779-50.7%

Participant deferral / active EE

$5,806-100.0%

$5,081-100.0%

$5,609-100.0%

Admin fee / account holder

$12

$16,145-99.9%

$13,411-99.9%

$10,828-99.9%

C. NELSON BRANNON, D.D.S. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C. NELSON BRANNON, D.D.S. 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