Retirement plan

DAVID WEINSTEIN, D.M.D., P.C. 401(K) PROFIT SHARING PLAN

Name: DAVID WEINSTEIN, D.M.D., P.C. - DAVID WEINSTEIN, D.M.D., P.C. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: DAVID WEINSTEIN, D.M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID WEINSTEIN, D.M.D., P.C. 401(K) PROFIT SHARING PLAN, DAVID WEINSTEIN, D.M.D., P.C.

DAVID WEINSTEIN, D.M.D., P.C.EIN 13-3961834Plan #004PY 2023

136 EAST 64TH STREET, SUITE 1C - NEW YORK, NY 10065212-980-2800LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$620K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$538K

+86.7% from 2022

Total participants

+45.5% from 2022

Average account balance

$33,604

+28.3% from 2022

Annual return

62.59%

-36.62 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$402K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

105.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

-39.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2D2E2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$33,604

$175,259-80.8%

$149,723-77.6%

$139,487-75.9%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

62.59%

166.82%-104.2pp

134.50%-71.9pp

373.84%-311.2pp

Employer contribution / active EE

$4,335

$5,478-20.9%

$4,821-10.1%

$4,755-8.8%

Participant deferral / active EE

$6,522-100.0%

$5,682-100.0%

$6,713-100.0%

Admin fee / account holder

$16,158-100.0%

$13,215-100.0%

$11,407-100.0%

DAVID WEINSTEIN, D.M.D., P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DAVID WEINSTEIN, D.M.D., P.C. 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