Retirement plan

WICHITA ORAL SURGERY, LLC 401K PLAN

Name: WICHITA ORAL SURGERY, LLC - WICHITA ORAL SURGERY, LLC 401K PLAN (2018) Form 5500
Creator: WICHITA ORAL SURGERY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WICHITA ORAL SURGERY, LLC 401K PLAN, WICHITA ORAL SURGERY, LLC

WICHITA ORAL SURGERY, LLCEIN 82-2943960Plan #001PY 2018

12611 E 21ST STREET N - WICHITA, KS 67206316-742-1506wichitaoralsurgery.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$21K

No prior year

Total participants

No prior year

Average account balance

$3,064

No prior year

Annual return

0.00%

No prior year

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

$934K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

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

+14.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$518

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$85

$12 / participant

Other / not subdivided$85100.0%

% of EOY assets

0.396%

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

$3,064

$180,466-98.3%

$154,114-98.0%

$135,382-97.7%

Participation rate

85.7%

87.4%-1.7pp

83.0%+2.7pp

82.6%+3.1pp

Annual return

0.00%

888.15%-888.2pp

735.16%-735.2pp

519.77%-519.8pp

Employer contribution / active EE

$406

$6,035-93.3%

$5,298-92.3%

$4,779-91.5%

Participant deferral / active EE

$2,876

$5,806-50.5%

$5,081-43.4%

$5,609-48.7%

Admin fee / account holder

$12

$16,144-99.9%

$13,411-99.9%

$10,829-99.9%

WICHITA ORAL SURGERY, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WICHITA ORAL SURGERY, LLC 401K 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