Retirement plan

LEE M. COTE, JR., D.M.D., PLLC 401(K) PROFIT SHARING PLAN

Name: LEE M. COTE, JR., D.M.D., PLLC - LEE M. COTE, JR., D.M.D., PLLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: LEE M. COTE, JR., D.M.D., PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEE M. COTE, JR., D.M.D., PLLC 401(K) PROFIT SHARING PLAN, LEE M. COTE, JR., D.M.D., PLLC

LEE M. COTE, JR., D.M.D., PLLCEIN 82-1136086Plan #001PY 2020

195 WEST HIGHLAND STREET - ALTAMONTE SPRINGS, FL 32714407-865-6363

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$235K

+133.0% from 2019

Total participants

+28.6% from 2019

Average account balance

$26,144

+81.2% from 2019

Annual return

16.68%

+16.68 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$217K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+18.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4298

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

1 tripped

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

$26,144

$209,425-87.5%

$178,499-85.4%

$158,966-83.6%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

16.68%

188.80%-172.1pp

151.10%-134.4pp

302.95%-286.3pp

Employer contribution / active EE

$7,274

$5,707+27.4%

$5,011+45.2%

$4,762+52.7%

Participant deferral / active EE

$5,780

$5,955-2.9%

$5,202+11.1%

$5,983-3.4%

Admin fee / account holder

$17,078-100.0%

$13,986-100.0%

$11,250-100.0%

LEE M. COTE, JR., D.M.D., PLLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LEE M. COTE, JR., D.M.D., PLLC 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