Retirement plan

CENTERPOINTE DENTAL 401(K) PROFIT SHARING PLAN

Name: SHEPARD J. DELONG, DMD, LLC - CENTERPOINTE DENTAL 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: SHEPARD J. DELONG, DMD, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTERPOINTE DENTAL 401(K) PROFIT SHARING PLAN, SHEPARD J. DELONG, DMD, LLC

SHEPARD J. DELONG, DMD, LLCEIN 81-5455545Plan #001PY 2024

5 CENTERPOINTE DRIVE, SUITE 260 - LAKE OSWEGO, OR 97035503-684-4174

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$813K

+18.6% from 2023

Total participants

+33.3% from 2023

Average account balance

$135,484

+18.6% from 2023

Annual return

14.43%

-4.41 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$813K

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.43%

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 codes2E2J2F2G3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$135,484

$183,539-26.2%

$155,556-12.9%

$145,897-7.1%

Participation rate

33.3%

82.7%-49.4pp

78.2%-44.9pp

80.3%-47.0pp

Annual return

14.43%

61.31%-46.9pp

64.84%-50.4pp

552.29%-537.9pp

Employer contribution / active EE

$3,638

$5,315-31.5%

$4,675-22.2%

$4,663-22.0%

Participant deferral / active EE

$6,000

$6,467-7.2%

$5,631+6.6%

$6,689-10.3%

Admin fee / account holder

$19,275-100.0%

$15,885-100.0%

$13,390-100.0%

CENTERPOINTE DENTAL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CENTERPOINTE DENTAL 401(K) 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