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 (2019) 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 2019

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$771K

+25.7% from 2018

Total participants

-8.3% from 2018

Average account balance

$77,138

+25.7% from 2018

Annual return

12.11%

+15.10 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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

$522

$65 / participant

Other / not subdivided$522100.0%

% of EOY assets

0.068%

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

$77,138

$202,342-61.9%

$172,752-55.3%

$152,897-49.5%

Participation rate

87.5%

87.1%+0.4pp

82.6%+4.9pp

82.5%+5.0pp

Annual return

12.11%

1029.83%-1017.7pp

802.97%-790.9pp

345.43%-333.3pp

Employer contribution / active EE

$6,289

$5,858+7.4%

$5,144+22.3%

$4,764+32.0%

Participant deferral / active EE

$4,181

$5,948-29.7%

$5,198-19.6%

$5,851-28.5%

Admin fee / account holder

$52

$17,111-99.7%

$13,955-99.6%

$11,599-99.5%

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