Retirement plan

LUCACHICK DENTAL OFFICE PA PROFIT SHARING PLAN

Name: LUCACHICK DENTAL OFFICE PA - LUCACHICK DENTAL OFFICE PA PROFIT SHARING PLAN (2017) Form 5500
Creator: LUCACHICK DENTAL OFFICE PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LUCACHICK DENTAL OFFICE PA PROFIT SHARING PLAN, LUCACHICK DENTAL OFFICE PA

LUCACHICK DENTAL OFFICE PAEIN 81-0404769Plan #002PY 2017

501 3RD ST - INTERNATIONAL FALLS, MN 566492305218-285-7822LinkedIn1-10 employeeshospital & health care

Prospect flagsLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$2M

+16.4% from 2016

Total participants

0.0% from 2016

Average account balance

$220,549

+16.4% from 2016

Annual return

15.27%

+8.72 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.71M

Not enough data

1 years with asset history on file

Average account balance

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

$412K

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

$122K

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

+8.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7383

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 codes2E2J2R3E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant 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

$220,549

$198,457+11.1%

$170,435+29.4%

$147,586+49.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

15.27%

257.30%-242.0pp

205.94%-190.7pp

578.59%-563.3pp

Employer contribution / active EE

$963

$6,183-84.4%

$5,432-82.3%

$4,876-80.2%

Participant deferral / active EE

$1,233

$5,629-78.1%

$4,939-75.0%

$5,439-77.3%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

LUCACHICK DENTAL OFFICE PA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LUCACHICK DENTAL OFFICE PA 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