Retirement plan

TODD M. BRITTEN, D.M.D., LLC 401(K) PROFIT SHARING PLAN

Name: TODD M. BRITTEN, D.M.D., LLC - TODD M. BRITTEN, D.M.D., LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: TODD M. BRITTEN, D.M.D., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TODD M. BRITTEN, D.M.D., LLC 401(K) PROFIT SHARING PLAN, TODD M. BRITTEN, D.M.D., LLC

TODD M. BRITTEN, D.M.D., LLCEIN 46-1312591Plan #001PY 2020

1472 JORDAN HILLS COURT - CLEARWATER, FL 33756727-586-2681

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$387K

+66.9% from 2019

Total participants

0.0% from 2019

Average account balance

$35,140

+66.9% from 2019

Annual return

11.33%

-6.62 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$924K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

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

+11.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2111

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 codes2E2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$329 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.766%

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

$35,140

$209,425-83.2%

$178,499-80.3%

$158,966-77.9%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

11.33%

188.80%-177.5pp

151.10%-139.8pp

302.95%-291.6pp

Employer contribution / active EE

$8,077

$5,707+41.5%

$5,011+61.2%

$4,762+69.6%

Participant deferral / active EE

$6,551

$5,955+10.0%

$5,202+25.9%

$5,983+9.5%

Admin fee / account holder

$269

$17,078-98.4%

$13,986-98.1%

$11,250-97.6%

TODD M. BRITTEN, D.M.D., LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TODD M. BRITTEN, D.M.D., LLC 401(K) 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