Retirement plan

BRANDON M. WALSH, D.M.D., 401(K) PLAN

Name: BRANDON M. WALSH, D.M.D. - BRANDON M. WALSH, D.M.D., 401(K) PLAN (2018) Form 5500
Creator: BRANDON M. WALSH, D.M.D.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRANDON M. WALSH, D.M.D., 401(K) PLAN, BRANDON M. WALSH, D.M.D.

BRANDON M. WALSH, D.M.D.EIN 45-5255760Plan #001PY 2018

1251 S. CEDAR CREST BLVD., STE. 304 - ALLENTOWN, PA 18103610-432-7767

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$717K

-0.1% from 2017

Total participants

0.0% from 2017

Average account balance

$143,436

-0.1% from 2017

Annual return

-4.56%

-17.44 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$267K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1450

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 codes2E2G2J2R3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

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

$143,436

$180,466-20.5%

$154,114-6.9%

$135,382+5.9%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-4.56%

888.15%-892.7pp

735.16%-739.7pp

519.77%-524.3pp

Employer contribution / active EE

$2,025

$6,035-66.4%

$5,298-61.8%

$4,779-57.6%

Participant deferral / active EE

$4,376

$5,806-24.6%

$5,081-13.9%

$5,609-22.0%

Admin fee / account holder

$16,144-100.0%

$13,411-100.0%

$10,829-100.0%

BRANDON M. WALSH, D.M.D., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRANDON M. WALSH, D.M.D., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion