Retirement plan

TONYA M GUNBY DMD PC PROFIT SHARING PLAN

Name: TONYA M GUNBY DMD PC - TONYA M GUNBY DMD PC PROFIT SHARING PLAN (2023) Form 5500
Creator: TONYA M GUNBY DMD PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TONYA M GUNBY DMD PC PROFIT SHARING PLAN, TONYA M GUNBY DMD PC

TONYA M GUNBY DMD PCEIN 20-1359324Plan #001PY 2023

502 SCREVEN STREET, PO BOX 228 - LOUISVILLE, GA 30434478-625-3662

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$739K

+13.4% from 2022

Total participants

0.0% from 2022

Average account balance

$61,622

+32.2% from 2022

Annual return

14.93%

+31.68 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$849K

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes3D2E2F2G2J2T

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

$37K

$5291 / participant

Other / not subdivided$37K100.0%

% of EOY assets

5.008%

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

$61,622

$175,231-64.8%

$149,696-58.8%

$139,466-55.8%

Participation rate

71.4%

83.4%-12.0pp

78.8%-7.3pp

80.3%-8.9pp

Annual return

14.93%

166.77%-151.8pp

134.46%-119.5pp

373.66%-358.7pp

Employer contribution / active EE

$1,218

$5,478-77.8%

$4,821-74.7%

$4,754-74.4%

Participant deferral / active EE

$2,572

$6,521-60.6%

$5,682-54.7%

$6,712-61.7%

Admin fee / account holder

$3,086

$16,155-80.9%

$13,212-76.6%

$11,409-72.9%

TONYA M GUNBY DMD PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TONYA M GUNBY DMD PC 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