Retirement plan

MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN

Name: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. - MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN (2025) Form 5500
Creator: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN, MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C.

MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C.EIN 38-2623203Plan #001PY 2025

107 W MAIN ST - LITTLE CHUTE, WI 54140906-774-1633

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+12.7% from 2024

Total participants

-8.7% from 2024

Average account balance

$143,847

+23.9% from 2024

Annual return

16.08%

+4.39 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.88M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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

$193K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15441

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

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

$309K

$15441 / participant

Other / not subdivided$309K100.0%

% of EOY assets

10.734%

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

$143,847

$181,062-20.6%

$158,223-9.1%

$155,188-7.3%

Participation rate

95.0%

82.7%+12.3pp

79.2%+15.8pp

80.8%+14.2pp

Annual return

16.08%

57.39%-41.3pp

52.09%-36.0pp

148.84%-132.8pp

Employer contribution / active EE

$2,487

$4,565-45.5%

$4,109-39.5%

$4,248-41.4%

Participant deferral / active EE

$7,184

$6,134+17.1%

$5,467+31.4%

$6,531+10.0%

Admin fee / account holder

$15,441

$18,825-18.0%

$16,047-3.8%

$14,480+6.6%

MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 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