Retirement plan

LAURIE DRESSER DO INC. 401(K) PLAN

Name: LAURIE DRESSER D.O. INC - LAURIE DRESSER DO INC. 401(K) PLAN (2024) Form 5500
Creator: LAURIE DRESSER D.O. INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAURIE DRESSER DO INC. 401(K) PLAN, LAURIE DRESSER D.O. INC

LAURIE DRESSER D.O. INCEIN 38-3874026Plan #002PY 2024

2128 N QUINCY CT - VISALIA, CA 93291559-972-4407

Other plans on this EIN

1 filing

#001Retirement-$3.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$405K

+14.7% from 2023

Total participants

+33.3% from 2023

Average account balance

$135,155

+14.7% from 2023

Annual return

11.66%

-5.09 pp from 2023

Benchmarks

See 109,510 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,510 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$405K

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.66%

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

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

$135,155

$183,627-26.4%

$155,602-13.1%

$145,978-7.4%

Participation rate

75.0%

82.7%-7.7pp

78.2%-3.2pp

80.3%-5.3pp

Annual return

11.66%

61.32%-49.7pp

64.81%-53.2pp

550.52%-538.9pp

Employer contribution / active EE

$2,711

$5,316-49.0%

$4,675-42.0%

$4,662-41.8%

Participant deferral / active EE

$6,466-100.0%

$5,629-100.0%

$6,690-100.0%

Admin fee / account holder

$19,327-100.0%

$15,923-100.0%

$13,400-100.0%

LAURIE DRESSER DO INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LAURIE DRESSER DO INC. 401(K) 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