Retirement plan

GOLDEN GATE DENTAL 401(K) PROFIT SHARING PLAN

Name: GOLDEN GATE DENTAL, INC. - GOLDEN GATE DENTAL 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: GOLDEN GATE DENTAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOLDEN GATE DENTAL 401(K) PROFIT SHARING PLAN, GOLDEN GATE DENTAL, INC.

GOLDEN GATE DENTAL, INC.EIN 82-4777420Plan #001PY 2022

200 N. WASHINGTON STREET, SUITE 102 - NAPERVILLE, IL 60540630-983-6605

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$630K

No prior year

Total participants

No prior year

Average account balance

$78,803

No prior year

Annual return

-7.38%

No prior year

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+18.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1278

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2.2M

$224924 / participant

Other / not subdivided$2M100.0%

% of EOY assets

356.781%

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

$78,803

$167,352-52.9%

$143,788-45.2%

$134,509-41.4%

Participation rate

80.0%

84.8%-4.8pp

80.3%-0.3pp

81.2%-1.2pp

Annual return

-7.38%

0.47%-7.8pp

-0.03%-7.3pp

418.13%-425.5pp

Employer contribution / active EE

$1,677

$5,620-70.2%

$4,952-66.1%

$4,741-64.6%

Participant deferral / active EE

$4,036

$6,447-37.4%

$5,638-28.4%

$6,400-36.9%

Admin fee / account holder

$281,155

$18,091+1454.1%

$14,675+1815.9%

$11,427+2360.5%

GOLDEN GATE DENTAL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOLDEN GATE DENTAL 401(K) PROFIT SHARING 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