Retirement plan

DAVID M. ATWELL, MD 401(K) PLAN

Name: DAVID M. ATWELL, M.D. - DAVID M. ATWELL, MD 401(K) PLAN (2024) Form 5500
Creator: DAVID M. ATWELL, M.D.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID M. ATWELL, MD 401(K) PLAN, DAVID M. ATWELL, M.D.

DAVID M. ATWELL, M.D.EIN 34-1643717Plan #003PY 2024

26636 W. RIVER ROAD - PERRYSBURG, OH 43551419-872-0337

Other plans on this EIN

1 filing

#001Retirement-$5.9M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$878K

+29.6% from 2023

Total participants

+66.7% from 2023

Average account balance

$219,509

-2.8% from 2023

Annual return

23.66%

-2.03 pp from 2023

Benchmarks

See 109,631 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,631 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$878K

Not enough data

1 years with asset history on file

Average account balance

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

$220K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+23.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$16

$3 / participant

Other / not subdivided$16100.0%

% of EOY assets

0.002%

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

$219,509

$183,592+19.6%

$155,567+41.1%

$145,959+50.4%

Participation rate

80.0%

82.7%-2.7pp

78.2%+1.8pp

80.3%-0.3pp

Annual return

23.66%

61.24%-37.6pp

64.74%-41.1pp

561.95%-538.3pp

Employer contribution / active EE

$343

$5,315-93.5%

$4,674-92.7%

$4,661-92.6%

Participant deferral / active EE

$7,720

$6,464+19.4%

$5,628+37.2%

$6,689+15.4%

Admin fee / account holder

$19,318-100.0%

$15,916-100.0%

$13,398-100.0%

DAVID M. ATWELL, MD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVID M. ATWELL, MD 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