Retirement plan

WEST KERR DENTAL PLLC 401(K) PROFIT SHARING PLAN

Name: WEST KERR DENTAL PLLC - WEST KERR DENTAL PLLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: WEST KERR DENTAL PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEST KERR DENTAL PLLC 401(K) PROFIT SHARING PLAN, WEST KERR DENTAL PLLC

WEST KERR DENTAL PLLCEIN 82-1269097Plan #001PY 2019

3164 JUNCTION HIGHWAY, SUITE W-1 - INGRAM, TX 78025830-367-1171LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$100K

+276.9% from 2018

Total participants

+33.3% from 2018

Average account balance

$33,488

+276.9% from 2018

Annual return

168.59%

+168.59 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$432K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$231

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$33,488

$202,342-83.4%

$172,753-80.6%

$152,909-78.1%

Participation rate

75.0%

87.1%-12.1pp

82.6%-7.6pp

82.5%-7.5pp

Annual return

168.59%

1029.88%-861.3pp

803.00%-634.4pp

345.46%-176.9pp

Employer contribution / active EE

$1,980

$5,857-66.2%

$5,144-61.5%

$4,764-58.4%

Participant deferral / active EE

$5,238

$5,948-11.9%

$5,198+0.8%

$5,851-10.5%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

WEST KERR DENTAL PLLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WEST KERR DENTAL 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