Retirement plan

WADE GUYTON, INC. 401(K) PROFIT SHARING PLAN

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

WADE GUYTON, INC.EIN 26-1675439Plan #002PY 2024

167 BOWERY - NEW YORK, NY 100023184212-938-0704LinkedIn1-10 employeesveterinary

Other plans on this EIN

1 filing

#001Retirement-$2.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+5.5% from 2023

Total participants

+9.1% from 2023

Average account balance

$103,022

-3.3% from 2023

Annual return

8.84%

-3.53 pp from 2023

Benchmarks

See 10,220 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,220 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.24M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+8.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16720

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$201K

$22293 / participant

Other / not subdivided$201K100.0%

% of EOY assets

16.229%

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

$103,022

$169,356-39.2%

$129,406-20.4%

$145,897-29.4%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

8.84%

14418.62%-14409.8pp

9468.18%-9459.3pp

552.29%-543.4pp

Employer contribution / active EE

$9,711

$5,542+75.2%

$4,155+133.7%

$4,663+108.3%

Participant deferral / active EE

$6,969

$4,987+39.8%

$4,167+67.2%

$6,689+4.2%

Admin fee / account holder

$16,720

$9,915+68.6%

$7,689+117.5%

$13,390+24.9%

WADE GUYTON, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WADE GUYTON, INC. 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