Retirement plan

DR. MICHAEL J. EGITTO, DDS, PA PROFIT SHARING PLAN

Name: DR. MICHAEL J. EGITTO, DDS, PA - DR. MICHAEL J. EGITTO, DDS, PA PROFIT SHARING PLAN (2025) Form 5500
Creator: DR. MICHAEL J. EGITTO, DDS, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. MICHAEL J. EGITTO, DDS, PA PROFIT SHARING PLAN, DR. MICHAEL J. EGITTO, DDS, PA

DR. MICHAEL J. EGITTO, DDS, PAEIN 59-2196369Plan #001PY 2025

840 U.S. HIGHWAY 1, SUITE 210 - NORTH PALM BEACH, FL 33408561-622-3122LinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

+20.9% from 2024

Total participants

0.0% from 2024

Average account balance

$237,929

+20.9% from 2024

Annual return

13.70%

+3.43 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.38M

Not enough data

1 years with asset history on file

Average account balance

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

$238K

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

$142K

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

+13.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$200

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$200 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.084%

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

$237,929

$172,111+38.2%

$150,298+58.3%

$137,256+73.3%

Participation rate

90.0%

81.7%+8.3pp

77.8%+12.2pp

80.0%+10.0pp

Annual return

13.70%

69.37%-55.7pp

62.79%-49.1pp

220.34%-206.6pp

Employer contribution / active EE

$3,943

$4,636-15.0%

$4,154-5.1%

$4,156-5.1%

Participant deferral / active EE

$10,270

$6,166+66.6%

$5,453+88.3%

$6,407+60.3%

Admin fee / account holder

$200

$16,471-98.8%

$14,116-98.6%

$12,270-98.4%

DR. MICHAEL J. EGITTO, DDS, PA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR. MICHAEL J. EGITTO, DDS, PA 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