Retirement plan

JOHN A. WEIDENFELLER, DDS 401(K) PROFIT SHARING PLAN

Name: JOHN A. WEIDENFELLER, DDS - JOHN A. WEIDENFELLER, DDS 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: JOHN A. WEIDENFELLER, DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN A. WEIDENFELLER, DDS 401(K) PROFIT SHARING PLAN, JOHN A. WEIDENFELLER, DDS

JOHN A. WEIDENFELLER, DDSEIN 38-3494099Plan #001PY 2022

4298 CASCADE RD SE - GRAND RAPIDS, MI 49546616-942-7050

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$598K

-12.4% from 2021

Total participants

0.0% from 2021

Average account balance

$149,474

-12.4% from 2021

Annual return

-19.83%

-32.53 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$294K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+6.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$185754

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 codes2E2G2J2T3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$400

$80 / participant

Other / not subdivided$400100.0%

% of EOY assets

0.067%

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

$149,474

$167,352-10.7%

$143,788+4.0%

$134,509+11.1%

Participation rate

80.0%

84.8%-4.8pp

80.3%-0.3pp

81.2%-1.2pp

Annual return

-19.83%

0.47%-20.3pp

-0.03%-19.8pp

418.13%-438.0pp

Employer contribution / active EE

$2,182

$5,620-61.2%

$4,952-55.9%

$4,741-54.0%

Participant deferral / active EE

$8,004

$6,447+24.1%

$5,638+42.0%

$6,400+25.1%

Admin fee / account holder

$100

$18,091-99.4%

$14,675-99.3%

$11,427-99.1%

JOHN A. WEIDENFELLER, DDS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN A. WEIDENFELLER, DDS 401(K) PROFIT SHARING 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