Retirement plan

OLIVIA PARK DENTAL CORP RETIREMENT PLAN

Name: OLIVIA PARK DENTAL CORPORATION - OLIVIA PARK DENTAL CORP RETIREMENT PLAN (2023) Form 5500
Creator: OLIVIA PARK DENTAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OLIVIA PARK DENTAL CORP RETIREMENT PLAN, OLIVIA PARK DENTAL CORPORATION

OLIVIA PARK DENTAL CORPORATIONEIN 82-3802850Plan #001PY 2023

1110 E. LERDO HWY., SUITE 200 - SHAFTER, CA 93263661-746-6989

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$198K

+65.7% from 2022

Total participants

+33.3% from 2022

Average account balance

$33,065

+65.7% from 2022

Annual return

20.85%

+44.06 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$336K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+19.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1765

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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$885

$111 / participant

Other / not subdivided$885100.0%

% of EOY assets

0.446%

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

$33,065

$175,257-81.1%

$149,717-77.9%

$139,456-76.3%

Participation rate

75.0%

83.4%-8.4pp

78.8%-3.8pp

80.3%-5.3pp

Annual return

20.85%

166.70%-145.9pp

134.41%-113.6pp

373.45%-352.6pp

Employer contribution / active EE

$1,042

$5,477-81.0%

$4,820-78.4%

$4,753-78.1%

Participant deferral / active EE

$5,674

$6,521-13.0%

$5,682-0.1%

$6,711-15.5%

Admin fee / account holder

$148

$16,156-99.1%

$13,213-98.9%

$11,407-98.7%

OLIVIA PARK DENTAL CORP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OLIVIA PARK DENTAL CORP RETIREMENT PLAN

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