Retirement plan

YOSEMITE DENTAL CARE 401(K) PLAN

Name: WATANAKEEREE, DDS & WIEG, DDS INC. D/B/A YOSEMITE DENTAL CARE - YOSEMITE DENTAL CARE 401(K) PLAN (2024) Form 5500
Creator: WATANAKEEREE, DDS & WIEG, DDS INC. D/B/A YOSEMITE DENTAL CARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YOSEMITE DENTAL CARE 401(K) PLAN, WATANAKEEREE, DDS & WIEG, DDS INC. D/B/A YOSEMITE DENTAL CARE

WATANAKEEREE, DDS & WIEG, DDS INC. D/B/A YOSEMITE DENTAL CAREEIN 81-4657204Plan #001PY 2024

5371 HIGHWAY 49 NORTH, PO BOX 1209 - MARIPOSA, CA 953381209209-742-7788

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$236K

+84.3% from 2023

Total participants

+4.8% from 2023

Average account balance

$16,846

+44.8% from 2023

Annual return

17.18%

-10.63 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$236K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55

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 codes2E2J2F2G3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$763

$42 / participant

Other / not subdivided$763100.0%

% of EOY assets

0.324%

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

$16,846

$183,539-90.8%

$155,556-89.2%

$145,897-88.5%

Participation rate

55.6%

82.7%-27.2pp

78.2%-22.7pp

80.3%-24.8pp

Annual return

17.18%

61.31%-44.1pp

64.84%-47.7pp

552.29%-535.1pp

Employer contribution / active EE

$1,172

$5,315-78.0%

$4,675-74.9%

$4,663-74.9%

Participant deferral / active EE

$3,598

$6,467-44.4%

$5,631-36.1%

$6,689-46.2%

Admin fee / account holder

$55

$19,275-99.7%

$15,885-99.7%

$13,390-99.6%

YOSEMITE DENTAL CARE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YOSEMITE DENTAL CARE 401(K) 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