Retirement plan

CLEAR CREEK FAMILY DENTAL, LLC 401(K) PLAN

Name: CLEAR CREEK FAMILY DENTAL, LLC - CLEAR CREEK FAMILY DENTAL, LLC 401(K) PLAN (2015) Form 5500
Creator: CLEAR CREEK FAMILY DENTAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLEAR CREEK FAMILY DENTAL, LLC 401(K) PLAN, CLEAR CREEK FAMILY DENTAL, LLC

CLEAR CREEK FAMILY DENTAL, LLCEIN 90-0673416Plan #001PY 2015

609 E. WELLS ST. - ASH GROVE, MO 65604417-751-9112LinkedIn11-50 employeesmedical practice

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$161K

No prior year

Total participants

No prior year

Average account balance

$22,993

No prior year

Annual return

-0.28%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$754K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2385

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 codes2E2J2T3D2G

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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$22,993

$168,636-86.4%

$147,617-84.4%

$125,393-81.7%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-0.28%

77.65%-77.9pp

61.98%-62.3pp

282.23%-282.5pp

Employer contribution / active EE

$6,051

$6,252-3.2%

$5,565+8.7%

$4,866+24.4%

Participant deferral / active EE

$6,665

$5,507+21.0%

$4,895+36.2%

$5,351+24.5%

Admin fee / account holder

$13,580-100.0%

$11,611-100.0%

$9,541-100.0%

CLEAR CREEK FAMILY DENTAL, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CLEAR CREEK FAMILY DENTAL, LLC 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