Retirement plan

V. MATTHEW HEIM, DDS, MS, PC 401K PROFIT SHARING PLAN

Name: V. MATTHEW HEIM, DDS, MS, PC - V. MATTHEW HEIM, DDS, MS, PC 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: V. MATTHEW HEIM, DDS, MS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, V. MATTHEW HEIM, DDS, MS, PC 401K PROFIT SHARING PLAN, V. MATTHEW HEIM, DDS, MS, PC

V. MATTHEW HEIM, DDS, MS, PCEIN 26-0378439Plan #001PY 2018

4320 MCAULEY BLVD - OKLAHOMA CITY, OK 73120405-755-8151

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+1.8% from 2017

Total participants

+9.1% from 2017

Average account balance

$109,952

-6.7% from 2017

Annual return

-5.40%

-21.77 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.96M

Not enough data

1 years with asset history on file

Average account balance

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

$174K

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.

170.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$163K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+12.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5584

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$211 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.112%

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

$109,952

$180,466-39.1%

$154,114-28.7%

$135,382-18.8%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-5.40%

888.15%-893.6pp

735.16%-740.6pp

519.77%-525.2pp

Employer contribution / active EE

$9,494

$6,035+57.3%

$5,298+79.2%

$4,779+98.7%

Participant deferral / active EE

$4,079

$5,806-29.8%

$5,081-19.7%

$5,609-27.3%

Admin fee / account holder

$123

$16,144-99.2%

$13,411-99.1%

$10,829-98.9%

V. MATTHEW HEIM, DDS, MS, PC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

V. MATTHEW HEIM, DDS, MS, PC 401K 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