Retirement plan

RONNY S. TASCHNER, D.D.S., P.A. 401(K) PROFIT SHARING PLAN

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

RONNY S. TASCHNER, D.D.S., P.A.EIN 59-1606439Plan #002PY 2022

1645 MEDICAL LANE - FORT MYERS, FL 33907239-936-0635

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.8M

-15.8% from 2021

Total participants

0.0% from 2021

Average account balance

$376,682

-15.8% from 2021

Annual return

-12.56%

-22.83 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

$4.75M

Not enough data

1 years with asset history on file

Average account balance

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

$339K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$186K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+10.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19600

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$316K

$39559 / participant

Other / not subdivided$316K100.0%

% of EOY assets

8.402%

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

$376,682

$167,353+125.1%

$143,797+162.0%

$134,545+180.0%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-12.56%

0.48%-13.0pp

-0.04%-12.5pp

418.37%-430.9pp

Employer contribution / active EE

$9,092

$5,620+61.8%

$4,952+83.6%

$4,742+91.8%

Participant deferral / active EE

$11,799

$6,447+83.0%

$5,638+109.3%

$6,401+84.3%

Admin fee / account holder

$31,647

$18,096+74.9%

$14,679+115.6%

$11,431+176.9%

RONNY S. TASCHNER, D.D.S., P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RONNY S. TASCHNER, D.D.S., 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