Retirement plan

WHATLEY ENDODONTICS P.C. PROFIT SHARING PLAN

Name: WHATLEY ENDODONTICS PC - WHATLEY ENDODONTICS P.C. PROFIT SHARING PLAN (2020) Form 5500
Creator: WHATLEY ENDODONTICS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHATLEY ENDODONTICS P.C. PROFIT SHARING PLAN, WHATLEY ENDODONTICS PC

WHATLEY ENDODONTICS PCEIN 45-4805686Plan #001PY 2020

7559 HIGHWAY 72 SUITE 102 - MADISON, AL 35758256-883-4650LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$929K

+33.2% from 2019

Total participants

0.0% from 2019

Average account balance

$154,870

+55.4% from 2019

Annual return

16.40%

-0.52 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.62M

Not enough data

1 years with asset history on file

Average account balance

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

$232K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+14.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1475

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

$8K

$1329 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.858%

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

$154,870

$209,422-26.0%

$178,503-13.2%

$158,982-2.6%

Participation rate

83.3%

86.4%-3.0pp

81.9%+1.4pp

82.0%+1.4pp

Annual return

16.40%

188.81%-172.4pp

151.12%-134.7pp

302.99%-286.6pp

Employer contribution / active EE

$10,514

$5,707+84.2%

$5,011+109.8%

$4,763+120.7%

Participant deferral / active EE

$8,994

$5,955+51.0%

$5,202+72.9%

$5,983+50.3%

Admin fee / account holder

$1,329

$17,079-92.2%

$13,987-90.5%

$11,252-88.2%

WHATLEY ENDODONTICS P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHATLEY ENDODONTICS P.C. 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