Retirement plan

JANE BRODSKY, D.M.D., M.S. 401(K) PROFIT SHARING PLAN

Name: JANE BRODSKY, D.M.D., M.S. - JANE BRODSKY, D.M.D., M.S. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: JANE BRODSKY, D.M.D., M.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JANE BRODSKY, D.M.D., M.S. 401(K) PROFIT SHARING PLAN, JANE BRODSKY, D.M.D., M.S.

JANE BRODSKY, D.M.D., M.S.EIN 52-2199075Plan #002PY 2021

11404 OLD GEORGETOWN ROAD, SUITE 204 - NORTH BETHESDA, MD 20852301-493-8333LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$638K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$219K

+32.2% from 2020

Total participants

0.0% from 2020

Average account balance

$73,116

+32.2% from 2020

Annual return

8.79%

+0.85 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$370K

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+5.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1767

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 codes2E2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

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

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

$73,116

$217,432-66.4%

$185,851-60.7%

$167,553-56.4%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

8.79%

148.43%-139.6pp

122.11%-113.3pp

478.89%-470.1pp

Employer contribution / active EE

$4,272

$5,874-27.3%

$5,168-17.3%

$4,840-11.7%

Participant deferral / active EE

$8,667

$6,357+36.3%

$5,569+55.6%

$6,343+36.6%

Admin fee / account holder

$19,820-100.0%

$16,245-100.0%

$12,316-100.0%

JANE BRODSKY, D.M.D., M.S. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JANE BRODSKY, D.M.D., M.S. 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