Retirement plan

WYOMING OTOLARYNGOLOGY PROFIT SHARING PLAN

Name: WYOMING OTOLARYNGOLOGY, INC. - WYOMING OTOLARYNGOLOGY PROFIT SHARING PLAN (2018) Form 5500
Creator: WYOMING OTOLARYNGOLOGY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WYOMING OTOLARYNGOLOGY PROFIT SHARING PLAN, WYOMING OTOLARYNGOLOGY, INC.

WYOMING OTOLARYNGOLOGY, INC.EIN 83-0228210Plan #002PY 2018

2210 KING BLVD - CASPER, WY 82604307-577-4240wyomingotolaryngology.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.7M

+3.1% from 2017

Total participants

0.0% from 2017

Average account balance

No prior year

Annual return

1.75%

-7.79 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.87M

Not enough data

1 years with asset history on file

Average account balance

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

$202K

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

$272K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+28.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1806

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$236K

$15700 / participant

Other / not subdivided$236K100.0%

% of EOY assets

6.434%

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

$180,459-100.0%

$154,108-100.0%

$135,380-100.0%

Participation rate

0.0%

87.4%-87.4pp

83.0%-83.0pp

82.6%-82.6pp

Annual return

1.75%

888.21%-886.5pp

735.21%-733.5pp

519.81%-518.1pp

Employer contribution / active EE

$10,243

$6,035+69.7%

$5,298+93.4%

$4,779+114.3%

Participant deferral / active EE

$6,708

$5,806+15.5%

$5,081+32.0%

$5,609+19.6%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

WYOMING OTOLARYNGOLOGY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WYOMING OTOLARYNGOLOGY PROFIT SHARING 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