Retirement plan

DANIEL W. WILEN, M.D., P.C. 401(K) PROFIT SHARING PLAN

Name: DANIEL W WILEN M.D., P.C. - DANIEL W. WILEN, M.D., P.C. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: DANIEL W WILEN M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DANIEL W. WILEN, M.D., P.C. 401(K) PROFIT SHARING PLAN, DANIEL W WILEN M.D., P.C.

DANIEL W WILEN M.D., P.C.EIN 11-3362195Plan #001PY 2024

9202 FORT HAMILTON PARKWAY - BROOKLYN, NY 11209718-238-6518LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.6M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$3.7M

+4.2% from 2023

Total participants

+10.0% from 2023

Average account balance

$177,288

-0.8% from 2023

Annual return

4.20%

-1.30 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

$3.72M

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$172

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$241 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.097%

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

$177,288

$183,516-3.4%

$155,534+14.0%

$145,884+21.5%

Participation rate

93.3%

82.7%+10.6pp

78.2%+15.1pp

80.3%+13.0pp

Annual return

4.20%

61.43%-57.2pp

64.92%-60.7pp

551.85%-547.7pp

Employer contribution / active EE

$5,315-100.0%

$4,675-100.0%

$4,662-100.0%

Participant deferral / active EE

$6,467-100.0%

$5,630-100.0%

$6,690-100.0%

Admin fee / account holder

$172

$19,293-99.1%

$15,900-98.9%

$13,392-98.7%

DANIEL W. WILEN, M.D., P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DANIEL W. WILEN, M.D., P.C. 401(K) PROFIT SHARING 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