Retirement plan

ST. LOUIS COUNTY ORAL & MAXILLOFACIAL SURGERY, INC PROFIT SHARING PLAN & TRUST

Name: WEBER D.D.S., P.C. - ST. LOUIS COUNTY ORAL & MAXILLOFACIAL SURGERY, INC PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: WEBER D.D.S., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. LOUIS COUNTY ORAL & MAXILLOFACIAL SURGERY, INC PROFIT SHARING PLAN & TRUST, WEBER D.D.S., P.C.

WEBER D.D.S., P.C.EIN 43-1054856Plan #002PY 2022

222 S. WOODSMILL ROAD, SUITE 720 N. - CHESTERFIELD, MO 630173625314-434-0493

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.7M

-5.1% from 2021

Total participants

-10.0% from 2021

Average account balance

$249,979

+5.4% from 2021

Annual return

-10.06%

-28.14 pp from 2021

Benchmarks

See 19,709 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,709 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.95M

Not enough data

1 years with asset history on file

Average account balance

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

$427K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$431K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+16.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2102

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$77K

$3063 / participant

Other / not subdivided$77K100.0%

% of EOY assets

1.135%

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

$249,979

$73,839+238.5%

$143,788+73.9%

$68,495+265.0%

Participation rate

100.0%

66.7%+33.3pp

80.3%+19.7pp

67.9%+32.1pp

Annual return

-10.06%

1.01%-11.1pp

-0.03%-10.0pp

-7.84%-2.2pp

Employer contribution / active EE

$10,460

$3,184+228.5%

$4,952+111.2%

$2,596+302.9%

Participant deferral / active EE

$4,917

$3,384+45.3%

$5,638-12.8%

$4,028+22.1%

Admin fee / account holder

$2,836

$5,755-50.7%

$14,675-80.7%

$5,403-47.5%

ST. LOUIS COUNTY ORAL & MAXILLOFACIAL SURGERY, INC PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. LOUIS COUNTY ORAL & MAXILLOFACIAL SURGERY, INC PROFIT SHARING PLAN & 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