Retirement plan

LISA A. WHIMS-SQUIRES, D.O., P.A. 401(K) PROFIT SHARING PLAN

Name: LISA A. WHIMS-SQUIRES, D.O., P.A. - LISA A. WHIMS-SQUIRES, D.O., P.A. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: LISA A. WHIMS-SQUIRES, D.O., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LISA A. WHIMS-SQUIRES, D.O., P.A. 401(K) PROFIT SHARING PLAN, LISA A. WHIMS-SQUIRES, D.O., P.A.

LISA A. WHIMS-SQUIRES, D.O., P.A.EIN 01-0695384Plan #001PY 2024

2840 WEST BAY DRIVE, #273 - BELLEAIR BLUFFS, FL 33770727-446-9847

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.4M

+37.0% from 2023

Total participants

0.0% from 2023

Average account balance

$472,466

+37.0% from 2023

Annual return

35.00%

+8.70 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.61M

Not enough data

1 years with asset history on file

Average account balance

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

$521K

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

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11088

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 codes2E2G2J

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.

Opportunity flags

1 tripped

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

$472,466

$183,516+157.5%

$155,534+203.8%

$145,884+223.9%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

35.00%

61.43%-26.4pp

64.92%-29.9pp

551.85%-516.9pp

Employer contribution / active EE

$2,090

$5,315-60.7%

$4,675-55.3%

$4,662-55.2%

Participant deferral / active EE

$9,610

$6,467+48.6%

$5,630+70.7%

$6,690+43.7%

Admin fee / account holder

$19,293-100.0%

$15,900-100.0%

$13,392-100.0%

LISA A. WHIMS-SQUIRES, D.O., P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LISA A. WHIMS-SQUIRES, D.O., P.A. 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