Retirement plan

W R WAULIGMAN DDS INC PROFIT-SHARING RETIREMENT PLAN

Name: W R WAULIGMAN DDS INC - W R WAULIGMAN DDS INC PROFIT-SHARING RETIREMENT PLAN (2018) Form 5500
Creator: W R WAULIGMAN DDS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W R WAULIGMAN DDS INC PROFIT-SHARING RETIREMENT PLAN, W R WAULIGMAN DDS INC

W R WAULIGMAN DDS INCEIN 31-0996752Plan #001PY 2018

P O BOX 489, 16 E MAIN ST - ADDYSTON, OH 450012519513-662-4242

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.8M

+1.5% from 2017

Total participants

+16.7% from 2017

Average account balance

$833,470

-13.0% from 2017

Annual return

-1.97%

-10.28 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.39M

Not enough data

1 years with asset history on file

Average account balance

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

$939K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$273K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+10.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24000

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 assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$833,470

$180,462+361.9%

$154,111+440.8%

$135,379+515.7%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-1.97%

888.17%-890.1pp

735.18%-737.1pp

519.79%-521.8pp

Employer contribution / active EE

$18,042

$6,036+198.9%

$5,298+240.6%

$4,779+277.5%

Participant deferral / active EE

$10,507

$5,806+81.0%

$5,081+106.8%

$5,609+87.3%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

W R WAULIGMAN DDS INC PROFIT-SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

W R WAULIGMAN DDS INC PROFIT-SHARING RETIREMENT 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