Retirement plan

ANDRIA CHAPMAN-TALIAFERRO DDS 401(K) PROFIT SHARING PLAN & TRUST

Name: ANDRIA CHAPMAN-TALIAFERRO DDS - ANDRIA CHAPMAN-TALIAFERRO DDS 401(K) PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: ANDRIA CHAPMAN-TALIAFERRO DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDRIA CHAPMAN-TALIAFERRO DDS 401(K) PROFIT SHARING PLAN & TRUST, ANDRIA CHAPMAN-TALIAFERRO DDS

ANDRIA CHAPMAN-TALIAFERRO DDSEIN 27-1161968Plan #001PY 2023

748 B MCGUIRE PLACE - NEWPORT NEWS, VA 23601757-310-6904

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$518K

+57.9% from 2022

Total participants

0.0% from 2022

Average account balance

$57,572

+40.4% from 2022

Annual return

41.42%

+75.86 pp from 2022

Benchmarks

See 22,651 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,651 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$944K

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

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

+20.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$120

$11 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.023%

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

$57,572

$110,307-47.8%

$96,576-40.4%

$139,456-58.7%

Participation rate

72.7%

78.1%-5.4pp

76.0%-3.2pp

80.3%-7.6pp

Annual return

41.42%

26.40%+15.0pp

25.87%+15.5pp

373.45%-332.0pp

Employer contribution / active EE

$1,250

$3,619-65.5%

$2,965-57.8%

$4,753-73.7%

Participant deferral / active EE

$3,671

$5,547-33.8%

$4,851-24.3%

$6,711-45.3%

Admin fee / account holder

$13

$11,597-99.9%

$8,253-99.8%

$11,407-99.9%

ANDRIA CHAPMAN-TALIAFERRO DDS 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDRIA CHAPMAN-TALIAFERRO DDS 401(K) PROFIT SHARING PLAN & TRUST

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