Retirement plan

TMJ & SLEEP SOLUTIONS OF ALABAMA, INC. 401(K) PROFIT SHARING PLAN

Name: TMJ & SLEEP SOLUTIONS OF ALABAMA, INC. - TMJ & SLEEP SOLUTIONS OF ALABAMA, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: TMJ & SLEEP SOLUTIONS OF ALABAMA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TMJ & SLEEP SOLUTIONS OF ALABAMA, INC. 401(K) PROFIT SHARING PLAN, TMJ & SLEEP SOLUTIONS OF ALABAMA, INC.

TMJ & SLEEP SOLUTIONS OF ALABAMA, INC.EIN 81-5076334Plan #001PY 2025

1045 BROADWAY STREET, SUITE 109 - HOMEWOOD, AL 35209205-874-9699

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$407K

+54.0% from 2024

Total participants

+12.5% from 2024

Average account balance

$67,809

+28.4% from 2024

Annual return

39.78%

+24.56 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$407K

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+39.78%

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$67,809

$185,312-63.4%

$161,489-58.0%

$154,746-56.2%

Participation rate

50.0%

82.5%-32.5pp

78.7%-28.7pp

80.7%-30.7pp

Annual return

39.78%

103.84%-64.1pp

89.72%-49.9pp

172.34%-132.6pp

Employer contribution / active EE

$1,566

$4,769-67.2%

$4,268-63.3%

$4,379-64.2%

Participant deferral / active EE

$4,716

$6,350-25.7%

$5,630-16.2%

$6,730-29.9%

Admin fee / account holder

$18,654-100.0%

$16,006-100.0%

$14,365-100.0%

TMJ & SLEEP SOLUTIONS OF ALABAMA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TMJ & SLEEP SOLUTIONS OF ALABAMA, INC. 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