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 (2022) 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 2022

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$575K

+7.7% from 2021

Total participants

-16.7% from 2021

Average account balance

$57,520

+29.3% from 2021

Annual return

-13.72%

-24.53 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.13M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$813

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

$1K

$148 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.257%

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

$57,520

$167,352-65.6%

$143,788-60.0%

$134,509-57.2%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-13.72%

0.47%-14.2pp

-0.03%-13.7pp

418.13%-431.9pp

Employer contribution / active EE

$5,195

$5,620-7.6%

$4,952+4.9%

$4,741+9.6%

Participant deferral / active EE

$6,399

$6,447-0.8%

$5,638+13.5%

$6,4000%

Admin fee / account holder

$148

$18,091-99.2%

$14,675-99.0%

$11,427-98.7%

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