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 (2022) 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 2022

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$674K

-5.2% from 2021

Total participants

0.0% from 2021

Average account balance

$168,485

-5.2% from 2021

Annual return

-11.49%

-37.52 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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.

Expense breakdown

Schedule H Part II

Admin total

$29

$6 / participant

Other / not subdivided$29100.0%

% of EOY assets

0.004%

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

$168,485

$167,353+0.7%

$143,797+17.2%

$134,545+25.2%

Participation rate

80.0%

84.8%-4.8pp

80.3%-0.3pp

81.2%-1.2pp

Annual return

-11.49%

0.48%-12.0pp

-0.04%-11.4pp

418.37%-429.9pp

Employer contribution / active EE

$2,981

$5,620-47.0%

$4,952-39.8%

$4,742-37.1%

Participant deferral / active EE

$5,953

$6,447-7.7%

$5,638+5.6%

$6,401-7.0%

Admin fee / account holder

$18,096-100.0%

$14,679-100.0%

$11,431-99.9%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

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

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion