Retirement plan

BLONDIN ENDODONTICS PLLC 401K PROFIT SHARING PLAN AND TRUST

Name: BLONDIN ENDODONTICS PLLC - BLONDIN ENDODONTICS PLLC 401K PROFIT SHARING PLAN AND TRUST (2021) Form 5500
Creator: BLONDIN ENDODONTICS PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLONDIN ENDODONTICS PLLC 401K PROFIT SHARING PLAN AND TRUST, BLONDIN ENDODONTICS PLLC

BLONDIN ENDODONTICS PLLCEIN 84-2089792Plan #001PY 2021

46 FOX STREET, SUITE 1 - POUGHKEEPSIE, NY 12601845-473-3636blondinendo.comLinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$144K

+58.4% from 2020

Total participants

0.0% from 2020

Average account balance

$20,514

+58.4% from 2020

Annual return

15.63%

-468.30 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$319K

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2115

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 codes2E2J3B3D

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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$895

$179 / participant

Other / not subdivided$895100.0%

% of EOY assets

0.623%

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

$20,514

$217,432-90.6%

$185,849-89.0%

$167,536-87.8%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

15.63%

148.42%-132.8pp

122.10%-106.5pp

478.82%-463.2pp

Employer contribution / active EE

$3,189

$5,875-45.7%

$5,169-38.3%

$4,839-34.1%

Participant deferral / active EE

$4,567

$6,357-28.2%

$5,569-18.0%

$6,342-28.0%

Admin fee / account holder

$128

$19,818-99.4%

$16,244-99.2%

$12,315-99.0%

BLONDIN ENDODONTICS PLLC 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLONDIN ENDODONTICS PLLC 401K PROFIT SHARING PLAN AND TRUST

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