Retirement plan

SEASIDE PEDIATRIC DENTAL 401(K) PLAN

Name: SEASIDE PEDIATRIC DENTAL ASSOCIATES, PA - SEASIDE PEDIATRIC DENTAL 401(K) PLAN (2023) Form 5500
Creator: SEASIDE PEDIATRIC DENTAL ASSOCIATES, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEASIDE PEDIATRIC DENTAL 401(K) PLAN, SEASIDE PEDIATRIC DENTAL ASSOCIATES, PA

SEASIDE PEDIATRIC DENTAL ASSOCIATES, PAEIN 81-5415040Plan #001PY 2023

4410 HIGHWAY 17, SUITE B6 - MURRELS INLET, SC 29576843-651-5437seasidepda.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$295K

+125.5% from 2022

Total participants

+7.1% from 2022

Average account balance

$21,062

+109.4% from 2022

Annual return

20.46%

+20.46 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$681K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

107.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+21.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$694

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 codes2E2J3D

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.
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

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

$21,062

$175,257-88.0%

$149,717-85.9%

$139,456-84.9%

Participation rate

91.7%

83.4%+8.3pp

78.8%+12.9pp

80.3%+11.3pp

Annual return

20.46%

166.70%-146.2pp

134.41%-113.9pp

373.45%-353.0pp

Employer contribution / active EE

$3,035

$5,477-44.6%

$4,820-37.0%

$4,753-36.1%

Participant deferral / active EE

$8,411

$6,521+29.0%

$5,682+48.0%

$6,711+25.3%

Admin fee / account holder

$16,156-100.0%

$13,213-100.0%

$11,407-100.0%

SEASIDE PEDIATRIC DENTAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SEASIDE PEDIATRIC DENTAL 401(K) 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