Retirement plan

JEFF O. JOHNSON, D.M.D., P.A.PROFIT SHARING 401(K) PLAN

Name: JEFF O. JOHNSON, D.M.D., P.A. - JEFF O. JOHNSON, D.M.D., P.A.PROFIT SHARING 401(K) PLAN (2022) Form 5500
Creator: JEFF O. JOHNSON, D.M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEFF O. JOHNSON, D.M.D., P.A.PROFIT SHARING 401(K) PLAN, JEFF O. JOHNSON, D.M.D., P.A.

JEFF O. JOHNSON, D.M.D., P.A.EIN 56-2422863Plan #001PY 2022

16 MILLS AVE. UNIT #14 - GREENVILLE, SC 29605864-271-3463

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$912K

-6.8% from 2021

Total participants

0.0% from 2021

Average account balance

$130,288

-6.8% from 2021

Annual return

-14.33%

-27.58 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$249K

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

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1400

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 codes2E2J3D

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.
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

$130,288

$167,352-22.1%

$143,788-9.4%

$134,509-3.1%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-14.33%

0.47%-14.8pp

-0.03%-14.3pp

418.13%-432.5pp

Employer contribution / active EE

$1,534

$5,620-72.7%

$4,952-69.0%

$4,741-67.6%

Participant deferral / active EE

$9,009

$6,447+39.7%

$5,638+59.8%

$6,400+40.8%

Admin fee / account holder

$18,091-100.0%

$14,675-100.0%

$11,427-100.0%

JEFF O. JOHNSON, D.M.D., P.A.PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JEFF O. JOHNSON, D.M.D., P.A.PROFIT SHARING 401(K) 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