Retirement plan

NIEHAUS FAMILY DENTISTRY 401(K) RETIREMENT PLAN

Name: NIEHAUS FAMILY DENTISTRY, LLC - NIEHAUS FAMILY DENTISTRY 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: NIEHAUS FAMILY DENTISTRY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NIEHAUS FAMILY DENTISTRY 401(K) RETIREMENT PLAN, NIEHAUS FAMILY DENTISTRY, LLC

NIEHAUS FAMILY DENTISTRY, LLCEIN 82-3863698Plan #001PY 2024

6900 MEXICO ROAD - ST. PETERS, MO 63376636-278-1991niehausfamilydentistry.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$763K

+31.4% from 2023

Total participants

+20.0% from 2023

Average account balance

$152,595

+31.4% from 2023

Annual return

14.27%

+2.16 pp from 2023

Benchmarks

See 109,631 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,631 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$763K

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

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

$152,595

$183,592-16.9%

$155,567-1.9%

$145,959+4.5%

Participation rate

83.3%

82.7%+0.7pp

78.2%+5.1pp

80.3%+3.0pp

Annual return

14.27%

61.24%-47.0pp

64.74%-50.5pp

561.95%-547.7pp

Employer contribution / active EE

$11,220

$5,315+111.1%

$4,674+140.1%

$4,661+140.7%

Participant deferral / active EE

$5,360

$6,464-17.1%

$5,628-4.8%

$6,689-19.9%

Admin fee / account holder

$19,318-100.0%

$15,916-100.0%

$13,398-100.0%

NIEHAUS FAMILY DENTISTRY 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NIEHAUS FAMILY DENTISTRY 401(K) RETIREMENT 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