Retirement plan

DAN J. GHOLSON, D.D.S., S.C. PROFIT SHARING 401(K) PLAN

Name: DAN J. GHOLSON, D.D.S., S.C. - DAN J. GHOLSON, D.D.S., S.C. PROFIT SHARING 401(K) PLAN (2021) Form 5500
Creator: DAN J. GHOLSON, D.D.S., S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAN J. GHOLSON, D.D.S., S.C. PROFIT SHARING 401(K) PLAN, DAN J. GHOLSON, D.D.S., S.C.

DAN J. GHOLSON, D.D.S., S.C.EIN 39-1412194Plan #002PY 2021

1350 WITTMANN DRIVE - MENASHA, WI 54952608-782-0140

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.5M

+17.3% from 2020

Total participants

+16.7% from 2020

Average account balance

$1,412,004

+17.3% from 2020

Annual return

19.97%

+13.81 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.34M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$255067

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 codes2E2F2H2J2T3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$368K

$61384 / participant

Other / not subdivided$368K100.0%

% of EOY assets

4.347%

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

$1,412,004

$217,432+549.4%

$185,849+659.8%

$167,536+742.8%

Participation rate

83.3%

86.1%-2.7pp

81.7%+1.6pp

82.1%+1.2pp

Annual return

19.97%

148.42%-128.4pp

122.10%-102.1pp

478.82%-458.8pp

Employer contribution / active EE

$8,914

$5,875+51.7%

$5,169+72.5%

$4,839+84.2%

Participant deferral / active EE

$17,567

$6,357+176.3%

$5,569+215.4%

$6,342+177.0%

Admin fee / account holder

$61,384

$19,818+209.7%

$16,244+277.9%

$12,315+398.5%

DAN J. GHOLSON, D.D.S., S.C. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAN J. GHOLSON, D.D.S., S.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