Retirement plan

WEYHRICH SAFE HARBOR 401K PROFIT SHARING PLAN

Name: DARIN L WEYHRICH, MD, PA - WEYHRICH SAFE HARBOR 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: DARIN L WEYHRICH, MD, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEYHRICH SAFE HARBOR 401K PROFIT SHARING PLAN, DARIN L WEYHRICH, MD, PA

DARIN L WEYHRICH, MD, PAEIN 82-0364697Plan #001PY 2016

222 NORTH SECOND SUITE 206 - BOISE, ID 837026130208-342-2516

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$868K

+12.7% from 2015

Total participants

+100.0% from 2015

Average account balance

$96,458

+12.7% from 2015

Annual return

6.24%

+7.47 pp from 2015

Benchmarks

See 785 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort785 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.01M

Not enough data

1 years with asset history on file

Average account balance

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

$169K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

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

+13.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$956

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 codes2E2F2G2J3D

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.

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

$96,458

$306,927-68.6%

$156,551-38.4%

Participation rate

0.0%

59.9%-59.9pp

84.0%-84.0pp

Annual return

6.24%

1.08%+5.2pp

32.23%-26.0pp

Employer contribution / active EE

$1,481-100.0%

$5,501-100.0%

Participant deferral / active EE

$1,779-100.0%

$4,871-100.0%

Admin fee / account holder

$73,834-100.0%

$13,028-100.0%

WEYHRICH SAFE HARBOR 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WEYHRICH SAFE HARBOR 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