Retirement plan

T. SHALABY DENTAL CORPORATION 401(K) PLAN

Name: T. SHALABY DENTAL CORPORATION - T. SHALABY DENTAL CORPORATION 401(K) PLAN (2023) Form 5500
Creator: T. SHALABY DENTAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, T. SHALABY DENTAL CORPORATION 401(K) PLAN, T. SHALABY DENTAL CORPORATION

T. SHALABY DENTAL CORPORATIONEIN 84-4669703Plan #001PY 2023

24655 LA PLAZA STE E - DANA POINT, CA 92629949-496-5713

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$83K

+152.9% from 2022

Total participants

+28.6% from 2022

Average account balance

$11,799

+80.7% from 2022

Annual return

26.99%

+26.99 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$141K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

70.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+18.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$217

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 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

$610

$87 / participant

Other / not subdivided$610100.0%

% of EOY assets

0.739%

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

$11,799

$175,257-93.3%

$149,717-92.1%

$139,456-91.5%

Participation rate

71.4%

83.4%-12.0pp

78.8%-7.3pp

80.3%-8.9pp

Annual return

26.99%

166.70%-139.7pp

134.41%-107.4pp

373.45%-346.5pp

Employer contribution / active EE

$2,027

$5,477-63.0%

$4,820-57.9%

$4,753-57.3%

Participant deferral / active EE

$3,848

$6,521-41.0%

$5,682-32.3%

$6,711-42.7%

Admin fee / account holder

$87

$16,156-99.5%

$13,213-99.3%

$11,407-99.2%

T. SHALABY DENTAL CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

T. SHALABY DENTAL CORPORATION 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