Retirement plan

DUNTEMAN AND COMPANY 401K PLAN

Name: DUNTEMAN AND COMPANY - DUNTEMAN AND COMPANY 401K PLAN (2024) Form 5500
Creator: DUNTEMAN AND COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUNTEMAN AND COMPANY 401K PLAN, DUNTEMAN AND COMPANY

DUNTEMAN AND COMPANYdba DUNTEMAN AND COMPANY, ACCOUNTANTS AND CONSULTANTSEIN 37-1108604Plan #002PY 2024

115 E TWYMAN ST - BUSHNELL, IL 614221320309-772-2166LinkedIn1-10 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$118K

+21.6% from 2023

Total participants

0.0% from 2023

Average account balance

No prior year

Annual return

14.18%

-2.47 pp from 2023

Benchmarks

See 143,415 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,415 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$118K

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.18%

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 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

$596 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.007%

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

$160,070-100.0%

$147,117-100.0%

$145,897-100.0%

Participation rate

0.0%

84.0%-84.0pp

82.2%-82.2pp

80.3%-80.3pp

Annual return

14.18%

98.69%-84.5pp

420.54%-406.4pp

552.29%-538.1pp

Employer contribution / active EE

$3,609

$5,285-31.7%

$4,932-26.8%

$4,663-22.6%

Participant deferral / active EE

$8,419-100.0%

$8,065-100.0%

$6,689-100.0%

Admin fee / account holder

$15,035-100.0%

$12,993-100.0%

$13,390-100.0%

DUNTEMAN AND COMPANY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUNTEMAN AND COMPANY 401K 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