Retirement plan

WINMAR DIAGNOSTICS NORTH CENTRAL, INC 401(K) PLAN

Name: WINMAR DIAGNOSTICS NORTH CENTRAL, INC. - WINMAR DIAGNOSTICS NORTH CENTRAL, INC 401(K) PLAN (2019) Form 5500
Creator: WINMAR DIAGNOSTICS NORTH CENTRAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINMAR DIAGNOSTICS NORTH CENTRAL, INC 401(K) PLAN, WINMAR DIAGNOSTICS NORTH CENTRAL, INC.

WINMAR DIAGNOSTICS NORTH CENTRAL, INC.EIN 45-0433852Plan #001PY 2019

2700 12TH AVE S STE B - FARGO, ND 581031741701-235-7424winmarsleep.comLinkedIn11-50 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+37.4% from 2018

Total participants

0.0% from 2018

Average account balance

$72,080

+37.4% from 2018

Annual return

24.80%

+29.71 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.88M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+7.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$909

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 codes2E2F2G2J2T3D

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).
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$179 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.273%

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

$72,080

$202,342-64.4%

$172,752-58.3%

$152,897-52.9%

Participation rate

86.4%

87.1%-0.7pp

82.6%+3.7pp

82.5%+3.9pp

Annual return

24.80%

1029.83%-1005.0pp

802.97%-778.2pp

345.43%-320.6pp

Employer contribution / active EE

$2,337

$5,858-60.1%

$5,144-54.6%

$4,764-50.9%

Participant deferral / active EE

$3,692

$5,948-37.9%

$5,198-29.0%

$5,851-36.9%

Admin fee / account holder

$197

$17,111-98.8%

$13,955-98.6%

$11,599-98.3%

WINMAR DIAGNOSTICS NORTH CENTRAL, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINMAR DIAGNOSTICS NORTH CENTRAL, INC 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