Retirement plan

BLUE RIDGE FAMILY DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN

Name: BLUE RIDGE FAMILY DENTISTRY, P.C. - BLUE RIDGE FAMILY DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: BLUE RIDGE FAMILY DENTISTRY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE RIDGE FAMILY DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN, BLUE RIDGE FAMILY DENTISTRY, P.C.

BLUE RIDGE FAMILY DENTISTRY, P.C.EIN 86-0912537Plan #002PY 2018

1450 EAST WHITE MOUNTAIN BLVD., #A - PINETOP, AZ 85935928-367-4466

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$907K

-1.2% from 2017

Total participants

+66.7% from 2017

Average account balance

$181,376

-40.7% from 2017

Annual return

-5.04%

-16.63 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$322K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.24%

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 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$181,376

$180,466+0.5%

$154,114+17.7%

$135,382+34.0%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-5.04%

888.15%-893.2pp

735.16%-740.2pp

519.77%-524.8pp

Employer contribution / active EE

$1,407

$6,035-76.7%

$5,298-73.4%

$4,779-70.6%

Participant deferral / active EE

$7,500

$5,806+29.2%

$5,081+47.6%

$5,609+33.7%

Admin fee / account holder

$16,144-100.0%

$13,411-100.0%

$10,829-100.0%

BLUE RIDGE FAMILY DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BLUE RIDGE FAMILY DENTISTRY, P.C. 401(K) PROFIT SHARING 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