Retirement plan

YELLOW HOUSE DENTAL AND IMPLANT CENTER, PLLC 401(K) PLAN

Name: YELLOW HOUSE DENTAL AND IMPLANT CENTER, PLLC - YELLOW HOUSE DENTAL AND IMPLANT CENTER, PLLC 401(K) PLAN (2018) Form 5500
Creator: YELLOW HOUSE DENTAL AND IMPLANT CENTER, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YELLOW HOUSE DENTAL AND IMPLANT CENTER, PLLC 401(K) PLAN, YELLOW HOUSE DENTAL AND IMPLANT CENTER, PLLC

YELLOW HOUSE DENTAL AND IMPLANT CENTER, PLLCEIN 82-2488206Plan #001PY 2018

2420 QUAKER AVENUE, SUITE 104 - LUBBOCK, TX 79410806-797-0341yellowhousedds.comLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

No prior year

Total participants

No prior year

Average account balance

$184,858

No prior year

Annual return

-2.56%

No prior year

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$323K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+17.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$316

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 codes2E2J3D

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.
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

$184,858

$180,466+2.4%

$154,114+19.9%

$135,382+36.5%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-2.56%

888.15%-890.7pp

735.16%-737.7pp

519.77%-522.3pp

Employer contribution / active EE

$5,983

$6,035-0.9%

$5,298+12.9%

$4,779+25.2%

Participant deferral / active EE

$6,763

$5,806+16.5%

$5,081+33.1%

$5,609+20.6%

Admin fee / account holder

$16,144-100.0%

$13,411-100.0%

$10,829-100.0%

YELLOW HOUSE DENTAL AND IMPLANT CENTER, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

YELLOW HOUSE DENTAL AND IMPLANT CENTER, PLLC 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