Retirement plan

WESTON MEDICAL PUBLISHING, LLC PROFIT SHARING 401(K) PLAN

Name: WESTON MEDICAL PUBLISHING, LLC - WESTON MEDICAL PUBLISHING, LLC PROFIT SHARING 401(K) PLAN (2024) Form 5500
Creator: WESTON MEDICAL PUBLISHING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTON MEDICAL PUBLISHING, LLC PROFIT SHARING 401(K) PLAN, WESTON MEDICAL PUBLISHING, LLC

WESTON MEDICAL PUBLISHING, LLCEIN 20-8828337Plan #001PY 2024

470 BOSTON POST ROAD, SUITE 301 - WESTON, MA 02493781-899-2702pnpco.comLinkedIn1-10 employeespublishing

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$768K

+22.3% from 2023

Total participants

0.0% from 2023

Average account balance

$191,907

+22.3% from 2023

Annual return

22.03%

-5.18 pp from 2023

Benchmarks

See 12,288 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,288 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$768K

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$859

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

+22.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$245

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 codes2E2H2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$980

$327 / participant

Other / not subdivided$980100.0%

% of EOY assets

0.128%

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

$191,907

$108,897+76.2%

$100,378+91.2%

$145,877+31.6%

Participation rate

100.0%

83.0%+17.0pp

81.5%+18.5pp

80.3%+19.7pp

Annual return

22.03%

58.17%-36.1pp

49.41%-27.4pp

551.28%-529.3pp

Employer contribution / active EE

$512

$4,420-88.4%

$3,942-87.0%

$4,663-89.0%

Participant deferral / active EE

$347

$8,455-95.9%

$8,087-95.7%

$6,691-94.8%

Admin fee / account holder

$245

$9,690-97.5%

$7,899-96.9%

$13,402-98.2%

WESTON MEDICAL PUBLISHING, LLC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTON MEDICAL PUBLISHING, LLC PROFIT SHARING 401(K) 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