Retirement plan

CARBERRY FAMILY DENTISTRY 401(K) PLAN

Name: ANNIE B. CARBERRY, DDS, PLLC DBA CARBERRY FAMILY DENTISTRY - CARBERRY FAMILY DENTISTRY 401(K) PLAN (2024) Form 5500
Creator: ANNIE B. CARBERRY, DDS, PLLC DBA CARBERRY FAMILY DENTISTRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARBERRY FAMILY DENTISTRY 401(K) PLAN, ANNIE B. CARBERRY, DDS, PLLC DBA CARBERRY FAMILY DENTISTRY

ANNIE B. CARBERRY, DDS, PLLC DBA CARBERRY FAMILY DENTISTRYEIN 85-4308985Plan #001PY 2024

6725 FAIRVIEW RD, STE B - CHARLOTTE, NC 28210704-365-6650

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$357K

+40.1% from 2023

Total participants

0.0% from 2023

Average account balance

$39,659

+40.1% from 2023

Annual return

6.19%

-12.78 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$512K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$696

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$886

$111 / participant

Other / not subdivided$886100.0%

% of EOY assets

0.248%

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

$39,659

$183,592-78.4%

$155,574-74.5%

$145,877-72.8%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

6.19%

61.37%-55.2pp

64.87%-58.7pp

551.28%-545.1pp

Employer contribution / active EE

$2,429

$5,317-54.3%

$4,676-48.1%

$4,663-47.9%

Participant deferral / active EE

$8,367

$6,466+29.4%

$5,629+48.6%

$6,691+25.0%

Admin fee / account holder

$98

$19,316-99.5%

$15,914-99.4%

$13,402-99.3%

CARBERRY FAMILY DENTISTRY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARBERRY FAMILY DENTISTRY 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