Retirement plan

CHAUTAUQUA LAKE DENTAL 401(K) SAVINGS PLAN

Name: ERIN ELIZABETH PENDER, DDS - CHAUTAUQUA LAKE DENTAL 401(K) SAVINGS PLAN (2024) Form 5500
Creator: ERIN ELIZABETH PENDER, DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAUTAUQUA LAKE DENTAL 401(K) SAVINGS PLAN, ERIN ELIZABETH PENDER, DDS

ERIN ELIZABETH PENDER, DDSdba CHAUTAUQUA LAKE DENTALEIN 83-2795027Plan #001PY 2024

114 SOUTH ERIE ST. POB 149 - MAYVILLE, NY 14757716-753-7612

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$139K

+93.6% from 2023

Total participants

+57.1% from 2023

Average account balance

$23,110

+93.6% from 2023

Annual return

13.94%

-13.05 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

$139K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

54.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

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

+13.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$255

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 codes2E2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$139 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.105%

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

$23,110

$183,592-87.4%

$155,567-85.1%

$145,959-84.2%

Participation rate

54.5%

82.7%-28.1pp

78.2%-23.6pp

80.3%-25.7pp

Annual return

13.94%

61.24%-47.3pp

64.74%-50.8pp

561.95%-548.0pp

Employer contribution / active EE

$2,069

$5,315-61.1%

$4,674-55.7%

$4,661-55.6%

Participant deferral / active EE

$3,242

$6,464-49.8%

$5,628-42.4%

$6,689-51.5%

Admin fee / account holder

$255

$19,318-98.7%

$15,916-98.4%

$13,398-98.1%

CHAUTAUQUA LAKE DENTAL 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAUTAUQUA LAKE DENTAL 401(K) SAVINGS 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