Retirement plan

KODAK FAMILY DENTAL, PLLC 401(K) PLAN

Name: KODAK FAMILY DENTAL, PLLC - KODAK FAMILY DENTAL, PLLC 401(K) PLAN (2022) Form 5500
Creator: KODAK FAMILY DENTAL, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KODAK FAMILY DENTAL, PLLC 401(K) PLAN, KODAK FAMILY DENTAL, PLLC

KODAK FAMILY DENTAL, PLLCEIN 85-2090328Plan #001PY 2022

2946 WINFIELD DUNN PARKWAY,SUITE301 - KODAK, TN 37764865-465-7058

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$350K

+13.5% from 2021

Total participants

+30.0% from 2021

Average account balance

$31,807

+3.2% from 2021

Annual return

-17.39%

-17.39 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$979K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$137K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+23.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$31,807

$167,362-81.0%

$143,799-77.9%

$134,532-76.4%

Participation rate

84.6%

84.8%-0.2pp

80.3%+4.3pp

81.2%+3.4pp

Annual return

-17.39%

0.47%-17.9pp

-0.04%-17.3pp

418.27%-435.7pp

Employer contribution / active EE

$1,144

$5,620-79.6%

$4,952-76.9%

$4,741-75.9%

Participant deferral / active EE

$6,177

$6,447-4.2%

$5,638+9.5%

$6,401-3.5%

Admin fee / account holder

$18,094-100.0%

$14,677-100.0%

$11,429-100.0%

KODAK FAMILY DENTAL, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KODAK FAMILY DENTAL, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion