Retirement plan

PLEASANT VALLEY COSMETIC AND LASER DENTAL PLLC 401K

Name: PLEASANT VALLEY COSMETIC AND LASER DENTAL PLLC - PLEASANT VALLEY COSMETIC AND LASER DENTAL PLLC 401K (2021) Form 5500
Creator: PLEASANT VALLEY COSMETIC AND LASER DENTAL PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLEASANT VALLEY COSMETIC AND LASER DENTAL PLLC 401K, PLEASANT VALLEY COSMETIC AND LASER DENTAL PLLC

PLEASANT VALLEY COSMETIC AND LASER DENTAL PLLCEIN 83-2694296Plan #002PY 2021

5742 ADAMS AVE - OGDEN, UT 84405801-621-3383pvcld.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$282K

+11.9% from 2019

Total participants

0.0% from 2019

Average account balance

$40,225

+27.9% from 2019

Annual return

15.01%

+15.01 pp from 2019

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$178K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+6.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21547

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

$1K

$160 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.453%

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

$40,225

$217,432-81.5%

$185,851-78.4%

$167,553-76.0%

Participation rate

75.0%

86.1%-11.1pp

81.7%-6.7pp

82.1%-7.1pp

Annual return

15.01%

148.43%-133.4pp

122.11%-107.1pp

478.89%-463.9pp

Employer contribution / active EE

$1,077

$5,874-81.7%

$5,168-79.2%

$4,840-77.7%

Participant deferral / active EE

$3,938

$6,357-38.1%

$5,569-29.3%

$6,343-37.9%

Admin fee / account holder

$182

$19,820-99.1%

$16,245-98.9%

$12,316-98.5%

PLEASANT VALLEY COSMETIC AND LASER DENTAL PLLC 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLEASANT VALLEY COSMETIC AND LASER DENTAL PLLC 401K

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