Retirement plan

THOMAS J. MEYERING, DDS, P.C. 401(K) PROFIT SHARING PLAN

Name: THOMAS J. MEYERING, DDS, P.C. - THOMAS J. MEYERING, DDS, P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: THOMAS J. MEYERING, DDS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THOMAS J. MEYERING, DDS, P.C. 401(K) PROFIT SHARING PLAN, THOMAS J. MEYERING, DDS, P.C.

THOMAS J. MEYERING, DDS, P.C.EIN 45-2598347Plan #001PY 2017

10735 S. CECERO AVE. - OAK LAWN, IL 604530000708-423-4110

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$610K

+34.8% from 2016

Total participants

0.0% from 2016

Average account balance

$61,025

+48.3% from 2016

Annual return

8.27%

+4.29 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

$1.57M

Not enough data

1 years with asset history on file

Average account balance

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

$196K

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.

800.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

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

+16.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30881

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 codes2E2J3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$93 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.198%

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

$61,025

$198,457-69.3%

$170,435-64.2%

$147,586-58.7%

Participation rate

76.9%

88.0%-11.0pp

83.6%-6.7pp

82.8%-5.9pp

Annual return

8.27%

257.30%-249.0pp

205.94%-197.7pp

578.59%-570.3pp

Employer contribution / active EE

$4,899

$6,183-20.8%

$5,432-9.8%

$4,876+0.5%

Participant deferral / active EE

$4,392

$5,629-22.0%

$4,939-11.1%

$5,439-19.2%

Admin fee / account holder

$121

$16,852-99.3%

$13,881-99.1%

$10,886-98.9%

THOMAS J. MEYERING, DDS, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THOMAS J. MEYERING, DDS, P.C. 401(K) PROFIT SHARING 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