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 (2023) 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 2023

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$771K

+14.3% from 2022

Total participants

-20.0% from 2022

Average account balance

$192,638

+14.3% from 2022

Annual return

7.25%

+18.73 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$127

$32 / participant

Other / not subdivided$127100.0%

% of EOY assets

0.016%

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

$192,638

$175,259+9.9%

$149,723+28.7%

$139,487+38.1%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

7.25%

166.82%-159.6pp

134.50%-127.3pp

373.84%-366.6pp

Employer contribution / active EE

$3,830

$5,478-30.1%

$4,821-20.6%

$4,755-19.5%

Participant deferral / active EE

$8,117

$6,522+24.5%

$5,682+42.8%

$6,713+20.9%

Admin fee / account holder

$32

$16,158-99.8%

$13,215-99.8%

$11,407-99.7%

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