Retirement plan

HENDERSON & WALTON WOMENS CENTER, P.C. 401K PROFIT SHARING PLAN

Name: HENDERSON & WALTON WOMENS CENTER, P.C. - HENDERSON & WALTON WOMENS CENTER, P.C. 401K PROFIT SHARING PLAN (2023) Form 5500
Creator: HENDERSON & WALTON WOMENS CENTER, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENDERSON & WALTON WOMENS CENTER, P.C. 401K PROFIT SHARING PLAN, HENDERSON & WALTON WOMENS CENTER, P.C.

HENDERSON & WALTON WOMENS CENTER, P.C.EIN 63-1263192Plan #001PY 2023

806 ST. VINCENTS DRIVE, SUITE 500 - BIRMINGHAM, AL 352051616205-930-1800hwwc.netLinkedIn51-200 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$26.2M

+15.9% from 2022

Total participants

116

+1.8% from 2022

Average account balance

$225,640

+13.9% from 2022

Annual return

14.61%

+30.02 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.39M

Not enough data

1 years with asset history on file

Average account balance

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

$251K

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.

109

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.

96.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$811K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.89%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
HENDERSON & WALTON WOMEN'S CENTER6 years Service code 99 · EIN 63-1263192	Other Fees	$14,026
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INS COMP OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$350

Plan features & details

Pension benefit codes2E2G2J2K2F3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DIPIAZZA LAROCCA HEETER & CO., INC
Auditor EIN: 263731278
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$225,640

$77,908+189.6%

$149,696+50.7%

$75,173+200.2%

Participation rate

100.0%

65.6%+34.4pp

78.8%+21.2pp

67.2%+32.8pp

Annual return

14.61%

31.73%-17.1pp

134.46%-119.8pp

160.72%-146.1pp

Employer contribution / active EE

$4,355

$3,138+38.8%

$4,821-9.7%

$2,671+63.1%

Participant deferral / active EE

$5,916

$3,411+73.4%

$5,682+4.1%

$4,126+43.4%

Admin fee / account holder

$5,950-100.0%

$13,212-100.0%

$5,651-100.0%

Provider

Service type

Compensation

HENDERSON & WALTON WOMEN'S CENTER6 years

Service code 99 · EIN 63-1263192

Other Fees

$14,026

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INS COMP OF AMERICA

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$350

HENDERSON & WALTON WOMENS CENTER, P.C. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HENDERSON & WALTON WOMENS CENTER, P.C. 401K PROFIT SHARING 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