Retirement plan

EXCELSIOR SPRINGS FAMILY DENTISTRY, LLC PROFIT SHARING 401(K) PLAN

Name: EXCELSIOR SPRINGS FAMILY DENTISTRY, LLC - EXCELSIOR SPRINGS FAMILY DENTISTRY, LLC PROFIT SHARING 401(K) PLAN (2021) Form 5500
Creator: EXCELSIOR SPRINGS FAMILY DENTISTRY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXCELSIOR SPRINGS FAMILY DENTISTRY, LLC PROFIT SHARING 401(K) PLAN, EXCELSIOR SPRINGS FAMILY DENTISTRY, LLC

EXCELSIOR SPRINGS FAMILY DENTISTRY, LLCEIN 85-3879367Plan #001PY 2021

196 SOUTH MCCLEARY RD - EXCELSIOR SPRINGS, MO 64024816-630-5713excelsiorspringssafe.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

No prior year

Total participants

No prior year

Average account balance

$156,790

No prior year

Annual return

14.62%

No prior year

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

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

+9.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$144290

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$401K

$30812 / participant

Other / not subdivided$401K100.0%

% of EOY assets

17.031%

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

$156,790

$217,432-27.9%

$185,851-15.6%

$167,553-6.4%

Participation rate

84.6%

86.1%-1.4pp

81.7%+2.9pp

82.1%+2.5pp

Annual return

14.62%

148.43%-133.8pp

122.11%-107.5pp

478.89%-464.3pp

Employer contribution / active EE

$1,841

$5,874-68.7%

$5,168-64.4%

$4,840-62.0%

Participant deferral / active EE

$5,770

$6,357-9.2%

$5,569+3.6%

$6,343-9.0%

Admin fee / account holder

$26,703

$19,820+34.7%

$16,245+64.4%

$12,316+116.8%

EXCELSIOR SPRINGS FAMILY DENTISTRY, LLC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXCELSIOR SPRINGS FAMILY DENTISTRY, LLC PROFIT SHARING 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