Retirement plan

GREG WARNER MD INCORPARATED 401(K) PROFIT SHARING PLAN

Name: GREG WARNER MD INCORPORATED - GREG WARNER MD INCORPARATED 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: GREG WARNER MD INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREG WARNER MD INCORPARATED 401(K) PROFIT SHARING PLAN, GREG WARNER MD INCORPORATED

GREG WARNER MD INCORPORATEDEIN 84-3747530Plan #002PY 2024

3750 W NICHOLAS AVE - VISALIA, CA 93291559-732-0762gregwarrencomedy.comLinkedIn1-10 employeesbuilding materials

Other plans on this EIN

1 filing

#001Retirement-$1.4M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$800K

+28.2% from 2023

Total participants

-66.7% from 2023

Average account balance

$400,034

+284.7% from 2023

Annual return

12.90%

-7.73 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

$800K

Not enough data

1 years with asset history on file

Average account balance

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

$400K

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

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+12.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1880

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 codes2E2J2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$4K

$1880 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.470%

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

$400,034

$183,539+118.0%

$155,556+157.2%

$145,897+174.2%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

12.90%

61.31%-48.4pp

64.84%-51.9pp

552.29%-539.4pp

Employer contribution / active EE

$17,357

$5,315+226.5%

$4,675+271.2%

$4,663+272.2%

Participant deferral / active EE

$30,500

$6,467+371.6%

$5,631+441.7%

$6,689+356.0%

Admin fee / account holder

$1,880

$19,275-90.2%

$15,885-88.2%

$13,390-86.0%

GREG WARNER MD INCORPARATED 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREG WARNER MD INCORPARATED 401(K) 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