Retirement plan

BRUCE KEMPKEN , D.D.S. 401 (K) PROFIT SHARING PLAN AND TRUST

Name: BRUCE KEMPKEN, D.D.S. - BRUCE KEMPKEN , D.D.S. 401 (K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: BRUCE KEMPKEN, D.D.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRUCE KEMPKEN , D.D.S. 401 (K) PROFIT SHARING PLAN AND TRUST, BRUCE KEMPKEN, D.D.S.

BRUCE KEMPKEN, D.D.S.EIN 39-1449192Plan #001PY 2016

348 EAST MAIN STREET - TWIN LAKES, WI 53181262-877-3353LinkedIn1-10 employeesmedical practice

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$436K

No prior year

Total participants

No prior year

Average account balance

$87,194

No prior year

Annual return

5.69%

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

$561K

Not enough data

1 years with asset history on file

Average account balance

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

$187K

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

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1980

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$87,194

$181,896-52.1%

$156,551-44.3%

$273,972-68.2%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

5.69%

30.74%-25.1pp

32.23%-26.5pp

41.46%-35.8pp

Employer contribution / active EE

$1,125

$6,248-82.0%

$5,501-79.5%

$4,869-76.9%

Participant deferral / active EE

$2,697

$5,550-51.4%

$4,871-44.6%

$5,287-49.0%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

BRUCE KEMPKEN , D.D.S. 401 (K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRUCE KEMPKEN , D.D.S. 401 (K) PROFIT SHARING PLAN AND TRUST

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