Retirement plan

JAN LINHART, D.D.S., P.C. CROSS TESTED 401(K) PLAN

Name: LINHART DENTISTRY, P.C. - JAN LINHART, D.D.S., P.C. CROSS TESTED 401(K) PLAN (2025) Form 5500
Creator: LINHART DENTISTRY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAN LINHART, D.D.S., P.C. CROSS TESTED 401(K) PLAN, LINHART DENTISTRY, P.C.

LINHART DENTISTRY, P.C.EIN 84-3889717Plan #004PY 2025

230 PARK AVENUE, SUITE 1164 - NEW YORK, NY 101691164212-682-5180drlinhart.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#005Retirement-$1.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.1M

+22.2% from 2024

Total participants

+5.6% from 2024

Average account balance

$71,396

+15.8% from 2024

Annual return

14.67%

+10.91 pp from 2024

Benchmarks

See 3,150 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort3,150 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.07M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

172.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$282K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$814

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

$46K

$1407 / participant

Other / not subdivided$46K100.0%

% of EOY assets

1.141%

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

$71,396

$86,050-17.0%

$189,758-62.4%

$94,015-24.1%

Participation rate

100.0%

68.9%+31.1pp

79.8%+20.2pp

70.8%+29.2pp

Annual return

14.67%

17.77%-3.1pp

52.62%-38.0pp

17.84%-3.2pp

Employer contribution / active EE

$4,277

$2,819+51.7%

$4,767-10.3%

$2,790+53.3%

Participant deferral / active EE

$4,267

$3,349+27.4%

$5,856-27.1%

$4,249+0.4%

Admin fee / account holder

$814

$6,627-87.7%

$20,388-96.0%

$8,951-90.9%

JAN LINHART, D.D.S., P.C. CROSS TESTED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAN LINHART, D.D.S., P.C. CROSS TESTED 401(K) 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