Retirement plan

DONALD G GUEBERT, DMD RETIREMENT PLAN

Name: DONALD G. GUEBERT, DMD - DONALD G GUEBERT, DMD RETIREMENT PLAN (2016) Form 5500
Creator: DONALD G. GUEBERT, DMD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONALD G GUEBERT, DMD RETIREMENT PLAN, DONALD G. GUEBERT, DMD

DONALD G. GUEBERT, DMDEIN 37-1250698Plan #001PY 2016

512 N. PERSHING RD. - ENERGY, IL 62933618-942-3733LinkedIn1-10 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$985K

No prior year

Total participants

No prior year

Average account balance

$164,087

No prior year

Annual return

11.22%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$228K

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

$152K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+18.68%

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 codes2E2G2T3B2J

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$164,087

$181,896-9.8%

$156,551+4.8%

$273,972-40.1%

Participation rate

50.0%

88.4%-38.4pp

84.0%-34.0pp

83.0%-33.0pp

Annual return

11.22%

30.74%-19.5pp

32.23%-21.0pp

41.46%-30.2pp

Employer contribution / active EE

$1,715

$6,248-72.6%

$5,501-68.8%

$4,869-64.8%

Participant deferral / active EE

$9,232

$5,550+66.3%

$4,871+89.5%

$5,287+74.6%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

DONALD G GUEBERT, DMD RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DONALD G GUEBERT, DMD 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