Profile
Preventiongenetics 401(K) Plan in Marshfield, WI is in Wisconsin, its EIN is 830343803, its industry group is Medical and Diagnostic Laboratories, its plan administrator is Randy Sherman, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a single-employer plan, its business code is 621510, has 100 to 499 total participants, is better than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and yield on beginning-of-plan-year total assets (4 total), and is better than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (the entire set of 5).
Numeric values:
- total assets ($23,622,315)
- net assets (assets minus liabilities) ($23.60M)
- value of interest in registered investment companies (e.g., mutual funds) ($22.80M)
- total assets at beginning of plan year ($18,896,921)
- total income ($5,329,110)
- net income ($4,725,394)
- earnings on investments ($2,869,563)
- net earnings on investments ($2,869,563)
- total contributions ($2,459,547)
- cash contributions from participants ($1,217,757)
- cash contributions from employers ($1,197,568)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($769,149)
- total expenses ($603,716)
- average account balance ($90,507)
- other administrative expenses ($29,613)
- total administrative expenses ($29,613)
- net income per total participant ($18,105)
- participant loans ($6,871)
- average participant cash contribution per active participant ($5,940)
- average employer cash contribution per active participant ($5,842)
- total administrative expense per participant ($113.46)
- total noninterest-bearing cash ($0)
- receivables - employer contributions ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (78.5%)
- yield on beginning-of-plan-year total assets (15.19%)
- diversity of asset types (4.6%)
- total cash as a percentage of plan assets (3.26%)
- total administrative expense ratio (0.130%)
- participant loans as a percentage of plan assets (0.03%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (205)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (261)
- other retired or separated participants entitled to future benefits (56)
- retired or separated participants receiving benefits (0)
- total participants (261)