Retirement plan

DAHILBER 401(K) PLAN

Name: DOYLESTOWN DENTAL ASSOCIATES - DRS. TROY STEINHILBER & ELISSAR DAHER D - DAHILBER 401(K) PLAN (2024) Form 5500
Creator: DOYLESTOWN DENTAL ASSOCIATES - DRS. TROY STEINHILBER & ELISSAR DAHER D
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAHILBER 401(K) PLAN, DOYLESTOWN DENTAL ASSOCIATES - DRS. TROY STEINHILBER & ELISSAR DAHER D

DOYLESTOWN DENTAL ASSOCIATES - DRS. TROY STEINHILBER & ELISSAR DAHER DEIN 93-2036271Plan #001PY 2024

25 N. PORTAGE ST. - DOYLESTOWN, OH 44230330-658-6983

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$67K

No prior year

Total participants

No prior year

Average account balance

$6,117

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 109,510 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,510 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2G2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$59

$5 / participant

Other / not subdivided$59100.0%

% of EOY assets

0.088%

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

$6,117

$183,627-96.7%

$155,602-96.1%

$145,978-95.8%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

0.00%

61.32%-61.3pp

64.81%-64.8pp

550.52%-550.5pp

Employer contribution / active EE

$402

$5,316-92.4%

$4,675-91.4%

$4,662-91.4%

Participant deferral / active EE

$5,625

$6,466-13.0%

$5,629-0.1%

$6,690-15.9%

Admin fee / account holder

$19,327-100.0%

$15,923-100.0%

$13,400-100.0%

DAHILBER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAHILBER 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