Retirement plan

JOSEPH T KELLY DDS PC 401K PROFIT SHARING PLAN AND TRUST

Name: JOSEPH T KELLY DDS PC - JOSEPH T KELLY DDS PC 401K PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: JOSEPH T KELLY DDS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOSEPH T KELLY DDS PC 401K PROFIT SHARING PLAN AND TRUST, JOSEPH T KELLY DDS PC

JOSEPH T KELLY DDS PCdba GREAT IMPRESSION DENTALEIN 81-1137914Plan #001PY 2025

1480 W ASHLEY RD - BOONVILLE, MO 65233660-882-7522

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+28.5% from 2024

Total participants

+16.7% from 2024

Average account balance

$189,073

+10.2% from 2024

Annual return

16.25%

+2.51 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+16.25%

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 codes2E2F2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$189,073

$174,379+8.4%

$152,093+24.3%

$138,895+36.1%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

16.25%

74.86%-58.6pp

66.36%-50.1pp

145.39%-129.1pp

Employer contribution / active EE

$15,116

$4,652+225.0%

$4,175+262.1%

$4,194+260.4%

Participant deferral / active EE

$10,130

$6,159+64.5%

$5,451+85.8%

$6,396+58.4%

Admin fee / account holder

$16,880-100.0%

$14,497-100.0%

$12,562-100.0%

JOSEPH T KELLY DDS PC 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOSEPH T KELLY DDS PC 401K PROFIT SHARING PLAN AND TRUST

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