Retirement plan

WYSSLING CONSULTING PLLC 401(K) PROFIT SHARING PLAN

Name: WYSSLING CONSULTING PLLC - WYSSLING CONSULTING PLLC 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: WYSSLING CONSULTING PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WYSSLING CONSULTING PLLC 401(K) PROFIT SHARING PLAN, WYSSLING CONSULTING PLLC

WYSSLING CONSULTING PLLCEIN 83-2822515Plan #002PY 2023

76 N. MEADOWBROOK DRIVE - ALPINE, UT 84004201-874-3483wysslingconsulting.comLinkedIn11-50 employeescivil engineering

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$566K

+90.1% from 2022

Total participants

+78.3% from 2022

Average account balance

$13,816

+6.6% from 2022

Annual return

15.60%

+43.72 pp from 2022

Benchmarks

See 28,708 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,708 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.83%

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

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$13,816

$93,598-85.2%

$135,974-89.8%

$75,173-81.6%

Participation rate

100.0%

75.2%+24.8pp

81.9%+18.1pp

67.2%+32.8pp

Annual return

15.60%

30.89%-15.3pp

68.30%-52.7pp

160.72%-145.1pp

Employer contribution / active EE

$2,752

$3,538-22.2%

$4,859-43.4%

$2,671+3.0%

Participant deferral / active EE

$4,184

$6,405-34.7%

$7,760-46.1%

$4,126+1.4%

Admin fee / account holder

$6,978-100.0%

$10,767-100.0%

$5,651-100.0%

WYSSLING CONSULTING PLLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WYSSLING CONSULTING PLLC 401(K) 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