Retirement plan

JEFFREY L. SAUEY, P.A. 401K PROFIT SHARING PLAN

Name: JEFFREY L. SAUEY, P.A. - JEFFREY L. SAUEY, P.A. 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: JEFFREY L. SAUEY, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEFFREY L. SAUEY, P.A. 401K PROFIT SHARING PLAN, JEFFREY L. SAUEY, P.A.

JEFFREY L. SAUEY, P.A.EIN 59-3705037Plan #001PY 2024

1721 SE 16TH AVENUE, STE 101 - OCALA, FL 344714641352-402-0300

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$570K

+18.8% from 2023

Total participants

0.0% from 2023

Average account balance

$285,063

+18.8% from 2023

Annual return

13.01%

-2.32 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$570K

Not enough data

1 years with asset history on file

Average account balance

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

$285K

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

$28K

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

+13.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$285,063

$160,028+78.1%

$147,080+93.8%

$145,884+95.4%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

13.01%

98.60%-85.6pp

420.17%-407.2pp

551.85%-538.8pp

Employer contribution / active EE

$8,930

$5,286+68.9%

$4,933+81.0%

$4,662+91.5%

Participant deferral / active EE

$5,000

$8,422-40.6%

$8,066-38.0%

$6,690-25.3%

Admin fee / account holder

$15,030-100.0%

$12,989-100.0%

$13,392-100.0%

JEFFREY L. SAUEY, P.A. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JEFFREY L. SAUEY, P.A. 401K 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