Retirement plan

CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST

Name: CROWLEY & SHAMIR FAMILY DENTISTRY LLC - CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: CROWLEY & SHAMIR FAMILY DENTISTRY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST, CROWLEY & SHAMIR FAMILY DENTISTRY LLC

CROWLEY & SHAMIR FAMILY DENTISTRY LLCEIN 82-3360622Plan #001PY 2023

720 OSTERMAN AVENUE SUITE 101 - DEERFIELD, IL 600154339847-945-0444LinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+33.6% from 2022

Total participants

0.0% from 2022

Average account balance

$138,666

+33.6% from 2022

Annual return

26.34%

+40.59 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.80M

Not enough data

1 years with asset history on file

Average account balance

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

$292K

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

$194K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$387

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).

Expense breakdown

Schedule H Part II

Admin total

$434

$33 / participant

Other / not subdivided$434100.0%

% of EOY assets

0.016%

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

$138,666

$175,231-20.9%

$149,696-7.4%

$139,466-0.6%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

26.34%

166.77%-140.4pp

134.46%-108.1pp

373.66%-347.3pp

Employer contribution / active EE

$6,041

$5,478+10.3%

$4,821+25.3%

$4,754+27.1%

Participant deferral / active EE

$5,055

$6,521-22.5%

$5,682-11.0%

$6,712-24.7%

Admin fee / account holder

$23

$16,155-99.9%

$13,212-99.8%

$11,409-99.8%

CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST

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