Retirement plan

TOOTH CLUB FOR KIDS 401K SAFE HARBOR PROFIT SHARING PLAN

Name: TOOTH CLUB FOR KIDS - TOOTH CLUB FOR KIDS 401K SAFE HARBOR PROFIT SHARING PLAN (2019) Form 5500
Creator: TOOTH CLUB FOR KIDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOOTH CLUB FOR KIDS 401K SAFE HARBOR PROFIT SHARING PLAN, TOOTH CLUB FOR KIDS

TOOTH CLUB FOR KIDSEIN 81-3601055Plan #001PY 2019

4901 W BELL RD, STE 100 - GLENDALE, AZ 853083414602-843-1275toothclubforkids.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$83K

+256.8% from 2018

Total participants

-41.7% from 2018

Average account balance

$16,600

+256.8% from 2018

Annual return

28.37%

+28.37 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$392K

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

15.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11429

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 codes2E2G2J2R3D

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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$288

$41 / participant

Other / not subdivided$288100.0%

% of EOY assets

0.347%

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

$16,600

$202,342-91.8%

$172,753-90.4%

$152,909-89.1%

Participation rate

71.4%

87.1%-15.6pp

82.6%-11.2pp

82.5%-11.0pp

Annual return

28.37%

1029.88%-1001.5pp

803.00%-774.6pp

345.46%-317.1pp

Employer contribution / active EE

$1,549

$5,857-73.6%

$5,144-69.9%

$4,764-67.5%

Participant deferral / active EE

$6,042

$5,948+1.6%

$5,198+16.2%

$5,851+3.3%

Admin fee / account holder

$58

$17,112-99.7%

$13,956-99.6%

$11,601-99.5%

TOOTH CLUB FOR KIDS 401K SAFE HARBOR PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOOTH CLUB FOR KIDS 401K SAFE HARBOR 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