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 (2024) 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 2024

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

Other plans on this EIN

1 filing

#003Retirement-$936K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$402K

-25.2% from 2023

Total participants

+12.5% from 2023

Average account balance

$22,346

-33.5% from 2023

Annual return

-39.44%

-102.04 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$352

$21 / participant

Other / not subdivided$352100.0%

% 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

$22,346

$183,592-87.8%

$155,574-85.6%

$145,877-84.7%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

-39.44%

61.37%-100.8pp

64.87%-104.3pp

551.28%-590.7pp

Employer contribution / active EE

$4,507

$5,317-15.2%

$4,676-3.6%

$4,663-3.3%

Participant deferral / active EE

$6,466-100.0%

$5,629-100.0%

$6,691-100.0%

Admin fee / account holder

$20

$19,316-99.9%

$15,914-99.9%

$13,402-99.9%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

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

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion