Retirement plan

JOHNSON ORTHODONTICS, LLC PROFIT SHARING PLAN

Name: JOHNSON ORTHODONTICS LLC - JOHNSON ORTHODONTICS, LLC PROFIT SHARING PLAN (2021) Form 5500
Creator: JOHNSON ORTHODONTICS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSON ORTHODONTICS, LLC PROFIT SHARING PLAN, JOHNSON ORTHODONTICS LLC

JOHNSON ORTHODONTICS LLCEIN 45-4864418Plan #001PY 2021

2124 CECIL ASHBURN DR SE STE 170 - HUNTSVILLE, AL 358022576256-883-4650LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$768K

+32.1% from 2020

Total participants

+14.3% from 2020

Average account balance

No prior year

Annual return

10.86%

-1.34 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+7.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$8K

$722 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.035%

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

$217,427-100.0%

$185,837-100.0%

$167,518-100.0%

Participation rate

0.0%

86.0%-86.0pp

81.7%-81.7pp

82.1%-82.1pp

Annual return

10.86%

148.39%-137.5pp

122.08%-111.2pp

478.71%-467.9pp

Employer contribution / active EE

$7,154

$5,874+21.8%

$5,168+38.4%

$4,838+47.9%

Participant deferral / active EE

$4,060

$6,357-36.1%

$5,568-27.1%

$6,342-36.0%

Admin fee / account holder

$19,816-100.0%

$16,241-100.0%

$12,312-100.0%

JOHNSON ORTHODONTICS, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSON ORTHODONTICS, LLC 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