Retirement plan

PENNSYLVANIA CENTER FOR DENTAL IMPLANTS & PERIODONTICS, LLC 401(K) PROFIT SHARING PLAN

Name: PENNSYLVANIA CENTER FOR DENTAL IMPLANTS & PERIODONTICS, LLC - PENNSYLVANIA CENTER FOR DENTAL IMPLANTS & PERIODONTICS, LLC 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: PENNSYLVANIA CENTER FOR DENTAL IMPLANTS & PERIODONTICS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENNSYLVANIA CENTER FOR DENTAL IMPLANTS & PERIODONTICS, LLC 401(K) PROFIT SHARING PLAN, PENNSYLVANIA CENTER FOR DENTAL IMPLANTS & PERIODONTICS, LLC

PENNSYLVANIA CENTER FOR DENTAL IMPLANTS & PERIODONTICS, LLCEIN 81-0983143Plan #002PY 2023

9880 BUSTLETON AVENUE, SUITE 211 - PHILADELPHIA, PA 19115215-677-8686

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+28.5% from 2022

Total participants

0.0% from 2022

Average account balance

$59,695

+23.2% from 2022

Annual return

14.18%

+16.94 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.75M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1767

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 codes2E2F2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$28K

$1378 / participant

Other / not subdivided$28K100.0%

% of EOY assets

1.924%

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

$59,695

$175,259-65.9%

$149,723-60.1%

$139,487-57.2%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

14.18%

166.82%-152.6pp

134.50%-120.3pp

373.84%-359.7pp

Employer contribution / active EE

$2,601

$5,478-52.5%

$4,821-46.1%

$4,755-45.3%

Participant deferral / active EE

$5,668

$6,522-13.1%

$5,682-0.3%

$6,713-15.6%

Admin fee / account holder

$1,149

$16,158-92.9%

$13,215-91.3%

$11,407-89.9%

PENNSYLVANIA CENTER FOR DENTAL IMPLANTS & PERIODONTICS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENNSYLVANIA CENTER FOR DENTAL IMPLANTS & PERIODONTICS, LLC 401(K) 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