Retirement plan

WALTER TATCH DDS PRACTICE LIMITED SAFE HARBOR 401(K) PLAN & TRUST

Name: WALTER TATCH DDS, LTD. - WALTER TATCH DDS PRACTICE LIMITED SAFE HARBOR 401(K) PLAN & TRUST (2015) Form 5500
Creator: WALTER TATCH DDS, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALTER TATCH DDS PRACTICE LIMITED SAFE HARBOR 401(K) PLAN & TRUST, WALTER TATCH DDS, LTD.

WALTER TATCH DDS, LTD.EIN 20-1669770Plan #001PY 2015

310 SOUTH GREENLEAF AVENUE SUITE 2 - GURNEE, IL 60031847-623-5915nscofs.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$967K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-2.78%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.62M

Not enough data

1 years with asset history on file

Average account balance

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

$262K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$220K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9080

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 codes2E2J3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$21K

$3500 / participant

Other / not subdivided$21K100.0%

% of EOY assets

2.170%

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

$168,635-100.0%

$147,617-100.0%

$125,389-100.0%

Participation rate

0.0%

88.8%-88.8pp

84.6%-84.6pp

83.2%-83.2pp

Annual return

-2.78%

77.65%-80.4pp

61.98%-64.8pp

282.24%-285.0pp

Employer contribution / active EE

$6,252-100.0%

$5,564-100.0%

$4,866-100.0%

Participant deferral / active EE

$11,925

$5,507+116.5%

$4,895+143.6%

$5,352+122.8%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

WALTER TATCH DDS PRACTICE LIMITED SAFE HARBOR 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALTER TATCH DDS PRACTICE LIMITED SAFE HARBOR 401(K) PLAN & TRUST

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