Retirement plan

PETER D. KIM DENTAL CORP. RETIREMENT PLAN

Name: PETER D. KIM DENTAL CORP. - PETER D. KIM DENTAL CORP. RETIREMENT PLAN (2024) Form 5500
Creator: PETER D. KIM DENTAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PETER D. KIM DENTAL CORP. RETIREMENT PLAN, PETER D. KIM DENTAL CORP.

PETER D. KIM DENTAL CORP.EIN 82-0884663Plan #001PY 2024

4100 TRUXTUN AVE., SUITE 390 - BAKERSFIELD, CA 93309661-327-7497

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$571K

+37.5% from 2023

Total participants

0.0% from 2023

Average account balance

$95,196

+37.5% from 2023

Annual return

19.41%

-3.64 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

$571K

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

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

+19.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$103

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 codes2E2G2J3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$620

$89 / participant

Other / not subdivided$620100.0%

% of EOY assets

0.109%

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

$95,196

$183,539-48.1%

$155,556-38.8%

$145,897-34.8%

Participation rate

71.4%

82.7%-11.3pp

78.2%-6.8pp

80.3%-8.9pp

Annual return

19.41%

61.31%-41.9pp

64.84%-45.4pp

552.29%-532.9pp

Employer contribution / active EE

$1,517

$5,315-71.5%

$4,675-67.5%

$4,663-67.5%

Participant deferral / active EE

$9,207

$6,467+42.4%

$5,631+63.5%

$6,689+37.6%

Admin fee / account holder

$103

$19,275-99.5%

$15,885-99.3%

$13,390-99.2%

PETER D. KIM DENTAL CORP. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PETER D. KIM DENTAL CORP. RETIREMENT 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