Retirement plan

JENNIFER ORTEGA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN

Name: JENNIFER L. ORTEGA, D.M.D., P.A. - JENNIFER ORTEGA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: JENNIFER L. ORTEGA, D.M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JENNIFER ORTEGA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN, JENNIFER L. ORTEGA, D.M.D., P.A.

JENNIFER L. ORTEGA, D.M.D., P.A.EIN 46-2046975Plan #001PY 2020

201 MORAY LANE, SUITE A - WINTER PARK, FL 32792407-599-5900

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$530K

+39.2% from 2019

Total participants

0.0% from 2019

Average account balance

$132,551

+39.2% from 2019

Annual return

28.31%

-1.15 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$942K

Not enough data

1 years with asset history on file

Average account balance

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

$188K

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

$51K

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

+15.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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.

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

$132,551

$209,422-36.7%

$178,503-25.7%

$158,982-16.6%

Participation rate

80.0%

86.4%-6.4pp

81.9%-1.9pp

82.0%-2.0pp

Annual return

28.31%

188.81%-160.5pp

151.12%-122.8pp

302.99%-274.7pp

Employer contribution / active EE

$2,686

$5,707-52.9%

$5,011-46.4%

$4,763-43.6%

Participant deferral / active EE

$5,616

$5,955-5.7%

$5,202+8.0%

$5,983-6.1%

Admin fee / account holder

$17,079-100.0%

$13,987-100.0%

$11,252-100.0%

JENNIFER ORTEGA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JENNIFER ORTEGA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion