Retirement plan

DONNA JOHNSON 401(K) PLAN

Name: DONNA JOHNSON, M.ED., L.P.C., C.R.C., P.A. - DONNA JOHNSON 401(K) PLAN (2025) Form 5500
Creator: DONNA JOHNSON, M.ED., L.P.C., C.R.C., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONNA JOHNSON 401(K) PLAN, DONNA JOHNSON, M.ED., L.P.C., C.R.C., P.A.

DONNA JOHNSON, M.ED., L.P.C., C.R.C., P.A.EIN 20-1319122Plan #001PY 2025

15338 S. PADRE ISLAND DRIVE, PMB A15 - CORPUS CHRISTI, TX 78418361-779-0555

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$219K

+38.8% from 2024

Total participants

-14.3% from 2024

Average account balance

$43,788

+66.5% from 2024

Annual return

17.49%

+3.76 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$219K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$945

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$788 / participant

Other / not subdivided$5K100.0%

% of EOY assets

2.158%

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

$43,788

$172,111-74.6%

$150,298-70.9%

$137,256-68.1%

Participation rate

83.3%

81.7%+1.6pp

77.8%+5.6pp

80.0%+3.4pp

Annual return

17.49%

69.37%-51.9pp

62.79%-45.3pp

220.34%-202.9pp

Employer contribution / active EE

$4,250

$4,636-8.3%

$4,154+2.3%

$4,156+2.3%

Participant deferral / active EE

$1,893

$6,166-69.3%

$5,453-65.3%

$6,407-70.5%

Admin fee / account holder

$945

$16,471-94.3%

$14,116-93.3%

$12,270-92.3%

DONNA JOHNSON 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DONNA JOHNSON 401(K) 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