Retirement plan

W. BRIAN COOK, DMD, PLLC, PROFIT SHARING AND 401(K) PLAN

Name: W. BRIAN COOK, DMD, PLLC - W. BRIAN COOK, DMD, PLLC, PROFIT SHARING AND 401(K) PLAN (2023) Form 5500
Creator: W. BRIAN COOK, DMD, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W. BRIAN COOK, DMD, PLLC, PROFIT SHARING AND 401(K) PLAN, W. BRIAN COOK, DMD, PLLC

W. BRIAN COOK, DMD, PLLCEIN 46-4503774Plan #001PY 2023

4122 SHELBYVILLE ROAD, SUITE 100 - LOUISVILLE, KY 402073242502-897-5555

Prospect flagsHigh retiree %Low returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

+10.4% from 2022

Total participants

0.0% from 2022

Average account balance

$384,604

+10.4% from 2022

Annual return

7.67%

+4.29 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.73M

Not enough data

1 years with asset history on file

Average account balance

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

$577K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+3.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19947

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 codes2E2G2J2R

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.

Opportunity flags

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

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

$384,604

$175,231+119.5%

$149,696+156.9%

$139,466+175.8%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

7.67%

166.77%-159.1pp

134.46%-126.8pp

373.66%-366.0pp

Employer contribution / active EE

$2,849

$5,478-48.0%

$4,821-40.9%

$4,754-40.1%

Participant deferral / active EE

$10,000

$6,521+53.3%

$5,682+76.0%

$6,712+49.0%

Admin fee / account holder

$16,155-100.0%

$13,212-100.0%

$11,409-100.0%

W. BRIAN COOK, DMD, PLLC, PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

W. BRIAN COOK, DMD, PLLC, PROFIT SHARING AND 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