Elmwood Dental Group - Implant and Restoration 401(k) match, vesting and fees
What Elmwood Dental Group - Implant and Restoration's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Burke Group | Schedule C ↗ |
| Independent auditor | Rdg + Partners Cpas, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Elmwood Dental Group - Implant and Restoration: employer contribution per participant | $3,276 | |
| Peer median | $1,468 |
| Elmwood Dental Group - Implant and Restoration: average balance | $87,216 | |
| Peer median | $37,786 |
| Elmwood Dental Group - Implant and Restoration: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.8M at the end of plan year 2021 to $13.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 154 | $13.4M | $504K | $3,276 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 143 | $12M | $432K | $3,200 | 0.46% | Not published | 5500-SF ↗ |
| 2022 | 135 | $10.2M | $390K | $3,977 | 0.52% | Not published | 5500-SF ↗ |
| 2021 | 113 | $11.8M | $351K | $4,127 | 0.48% | Not published | 5500-SF ↗ |
Other Elmwood Dental Group - Implant and Restoration plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Elmwood Dental Group Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Elmwood Dental Group - Implant and Restoration match 401(k) contributions?
The match terms for the Elmwood Dental Group, P.C. Profit Sharing 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $504K in employer contributions, about $3,276 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Elmwood Dental Group - Implant and Restoration 401(k) match vested?
The vesting schedule for the Elmwood Dental Group, P.C. Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Elmwood Dental Group - Implant and Restoration 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Burke Group. The plan administrator is Elmwood Dental Group - Implant and Restoration, P.C..
I left Elmwood Dental Group - Implant and Restoration. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Elmwood Dental Group - Implant and Restoration, P.C., (585) 461-4350) or the recordkeeper, Burke Group. The Elmwood Dental Group - Implant and Restoration old 401(k) page lists the contacts from every plan filing. Find an old Elmwood Dental Group - Implant and Restoration 401(k)
Data from the public Form 5500 annual reports Elmwood Dental Group - Implant and Restoration filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Elmwood Dental Group - Implant and Restoration. Not financial advice. Report a correction · Methodology