Retirement plan

M. DEBRA RENO, CPA

Name: M. DEBRA RENO - M. DEBRA RENO, CPA (2025) Form 5500
Creator: M. DEBRA RENO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M. DEBRA RENO, CPA, M. DEBRA RENO

M. DEBRA RENOdba M. DEBRA RENO, CPAEIN 27-1755212Plan #001PY 2025

28350 CAPTIVA SHELL LOOP - BONITA SPRINGS, FL 34135310-822-2222

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

+24.9% from 2024

Total participants

0.0% from 2024

Average account balance

$1,908,017

+24.9% from 2024

Annual return

19.89%

-6.17 pp from 2024

Benchmarks

See 67,538 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort67,538 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.91M

Not enough data

1 years with asset history on file

Average account balance

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

$1.9M

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

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$77K

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

+19.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52

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 codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$52

$52 / participant

Other / not subdivided$52100.0%

% of EOY assets

0.003%

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

$1,908,017

$162,136+1076.8%

$152,301+1152.8%

$154,746+1133.0%

Participation rate

100.0%

84.1%+15.9pp

82.4%+17.6pp

80.7%+19.3pp

Annual return

19.89%

91.02%-71.1pp

80.50%-60.6pp

172.34%-152.4pp

Employer contribution / active EE

$45,773

$4,890+836.0%

$4,624+889.8%

$4,379+945.3%

Participant deferral / active EE

$31,000

$8,341+271.7%

$8,004+287.3%

$6,730+360.6%

Admin fee / account holder

$52

$15,759-99.7%

$14,398-99.6%

$14,365-99.6%

M. DEBRA RENO, CPA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

M. DEBRA RENO, CPA

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