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 (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$510K

+17.0% from 2016

Total participants

0.0% from 2016

Average account balance

$101,982

+17.0% from 2016

Annual return

12.08%

+6.40 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

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

$5K

$1133 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.889%

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

$101,982

$198,457-48.6%

$170,435-40.2%

$147,586-30.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

12.08%

257.30%-245.2pp

205.94%-193.9pp

578.59%-566.5pp

Employer contribution / active EE

$1,368

$6,183-77.9%

$5,432-74.8%

$4,876-71.9%

Participant deferral / active EE

$3,947

$5,629-29.9%

$4,939-20.1%

$5,439-27.4%

Admin fee / account holder

$907

$16,852-94.6%

$13,881-93.5%

$10,886-91.7%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

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

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion