Retirement plan

PROSTHETIC & ORTHOTIC ASSOCIATES OF TENNESSEE 401(K) PROFIT SHARING PLAN

Name: DYNAMIC PROSTHETIC & ORTHOTIC, LLC - PROSTHETIC & ORTHOTIC ASSOCIATES OF TENNESSEE 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: DYNAMIC PROSTHETIC & ORTHOTIC, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROSTHETIC & ORTHOTIC ASSOCIATES OF TENNESSEE 401(K) PROFIT SHARING PLAN, DYNAMIC PROSTHETIC & ORTHOTIC, LLC

DYNAMIC PROSTHETIC & ORTHOTIC, LLCEIN 47-0866261Plan #002PY 2021

2116 MCCALLIE AVENUE - CHATTANOOGA, TN 37404423-622-2000LinkedIn1-10 employeesmedical devices

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$142K

+283.1% from 2020

Total participants

0.0% from 2020

Average account balance

$28,338

+283.1% from 2020

Annual return

25.66%

+25.66 pp from 2020

Benchmarks

See 21,784 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,784 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$507K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$179

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

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

$28,338

$124,346-77.2%

$111,306-74.5%

$167,553-83.1%

Participation rate

100.0%

79.6%+20.4pp

77.3%+22.7pp

82.1%+17.9pp

Annual return

25.66%

37.46%-11.8pp

54.67%-29.0pp

478.89%-453.2pp

Employer contribution / active EE

$8,272

$3,438+140.6%

$2,732+202.8%

$4,840+70.9%

Participant deferral / active EE

$10,770

$5,182+107.9%

$4,488+140.0%

$6,343+69.8%

Admin fee / account holder

$10,623-100.0%

$7,966-100.0%

$12,316-100.0%

PROSTHETIC & ORTHOTIC ASSOCIATES OF TENNESSEE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PROSTHETIC & ORTHOTIC ASSOCIATES OF TENNESSEE 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