Retirement plan

STUART A. WASSERLAUF, D.D.S., P.A. 401(K) PLAN

Name: STUART A. WASSERLAUF, D.D.S., P.A. - STUART A. WASSERLAUF, D.D.S., P.A. 401(K) PLAN (2017) Form 5500
Creator: STUART A. WASSERLAUF, D.D.S., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STUART A. WASSERLAUF, D.D.S., P.A. 401(K) PLAN, STUART A. WASSERLAUF, D.D.S., P.A.

STUART A. WASSERLAUF, D.D.S., P.A.EIN 22-1906385Plan #002PY 2017

776 GROVE RD. - WEST DEPTFORD, NJ 08086856-848-2211kidsowndentist.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+23.6% from 2016

Total participants

+2.8% from 2016

Average account balance

$97,984

+20.2% from 2016

Annual return

15.88%

+5.88 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.04M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

182.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$222K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+22.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$554

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$97,984

$84,236+16.3%

$170,435-42.5%

$70,126+39.7%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

15.88%

23.06%-7.2pp

205.94%-190.1pp

73.15%-57.3pp

Employer contribution / active EE

$2,310

$3,387-31.8%

$5,432-57.5%

$2,343-1.4%

Participant deferral / active EE

$4,754

$3,086+54.0%

$4,939-3.8%

$3,332+42.7%

Admin fee / account holder

$5,698-100.0%

$13,881-100.0%

$4,645-100.0%

STUART A. WASSERLAUF, D.D.S., P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STUART A. WASSERLAUF, D.D.S., P.A. 401(K) 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