Retirement plan

JACKLYN KURTH ORTHODONTICS 401(K) PLAN

Name: JACKLYN KURTH ORTHODONTICS INC. - JACKLYN KURTH ORTHODONTICS 401(K) PLAN (2024) Form 5500
Creator: JACKLYN KURTH ORTHODONTICS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKLYN KURTH ORTHODONTICS 401(K) PLAN, JACKLYN KURTH ORTHODONTICS INC.

JACKLYN KURTH ORTHODONTICS INC.EIN 82-1074559Plan #001PY 2024

1291 E. HILLSDALE BLVD. SUITE 200 - FOSTER CITY, CA 94404650-525-9440jacklynkurthorthodontics.comLinkedIn11-50 employees

Other plans on this EIN

1 filing

#002Retirement-$1.7M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+14.6% from 2023

Total participants

0.0% from 2023

Average account balance

$68,960

+14.6% from 2023

Annual return

10.47%

-5.70 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

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

+10.47%

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$68,960

$183,592-62.4%

$155,574-55.7%

$145,877-52.7%

Participation rate

81.3%

82.7%-1.4pp

78.2%+3.0pp

80.3%+0.9pp

Annual return

10.47%

61.37%-50.9pp

64.87%-54.4pp

551.28%-540.8pp

Employer contribution / active EE

$3,412

$5,317-35.8%

$4,676-27.0%

$4,663-26.8%

Participant deferral / active EE

$6,466-100.0%

$5,629-100.0%

$6,691-100.0%

Admin fee / account holder

$19,316-100.0%

$15,914-100.0%

$13,402-100.0%

JACKLYN KURTH ORTHODONTICS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JACKLYN KURTH ORTHODONTICS 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