Retirement plan

STEVEN M. PECK, D.M.D., RETIREMENT PLAN - 401(K) PROFIT SHARING PLAN

Name: STEVEN M. PECK, DMD - STEVEN M. PECK, D.M.D., RETIREMENT PLAN - 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: STEVEN M. PECK, DMD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVEN M. PECK, D.M.D., RETIREMENT PLAN - 401(K) PROFIT SHARING PLAN, STEVEN M. PECK, DMD

STEVEN M. PECK, DMDEIN 93-1291980Plan #002PY 2024

2411 GREAR ST NE - SALEM, OR 97301503-362-6456

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$2.4M

+8.3% from 2023

Total participants

0.0% from 2023

Average account balance

$602,909

+8.3% from 2023

Annual return

3.40%

-3.17 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

$2.41M

Not enough data

1 years with asset history on file

Average account balance

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

$603K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+3.40%

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 codes2E2J

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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$602,909

$183,592+228.4%

$155,574+287.5%

$145,877+313.3%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

3.40%

61.37%-58.0pp

64.87%-61.5pp

551.28%-547.9pp

Employer contribution / active EE

$15,543

$5,317+192.3%

$4,676+232.4%

$4,663+233.3%

Participant deferral / active EE

$11,575

$6,466+79.0%

$5,629+105.6%

$6,691+73.0%

Admin fee / account holder

$19,316-100.0%

$15,914-100.0%

$13,402-100.0%

STEVEN M. PECK, D.M.D., RETIREMENT PLAN - 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STEVEN M. PECK, D.M.D., RETIREMENT PLAN - 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