Retirement plan

DAVID JOHN VAUGHAN, LLC 401K AND PROFIT SHARING PLAN

Name: DAVID JOHN VAUGHAN, LLC - DAVID JOHN VAUGHAN, LLC 401K AND PROFIT SHARING PLAN (2023) Form 5500
Creator: DAVID JOHN VAUGHAN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID JOHN VAUGHAN, LLC 401K AND PROFIT SHARING PLAN, DAVID JOHN VAUGHAN, LLC

DAVID JOHN VAUGHAN, LLCEIN 83-4077177Plan #001PY 2023

300 SOUTH ORANGE AVENUE, SUITE 700 - ORLANDO, FL 32801407-599-5900

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$208K

+67.5% from 2022

Total participants

0.0% from 2022

Average account balance

$103,969

+67.5% from 2022

Annual return

14.32%

+15.28 pp from 2022

Benchmarks

See 19,292 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,292 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$516K

Not enough data

1 years with asset history on file

Average account balance

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

$258K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$69K

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

+114.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$429

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$439

$439 / participant

Other / not subdivided$439100.0%

% of EOY assets

0.211%

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

$103,969

$202,460-48.6%

$169,385-38.6%

$139,456-25.4%

Participation rate

100.0%

81.1%+18.9pp

77.2%+22.8pp

80.3%+19.7pp

Annual return

14.32%

532.07%-517.7pp

405.82%-391.5pp

373.45%-359.1pp

Employer contribution / active EE

$43,500

$4,691+827.3%

$4,012+984.3%

$4,753+815.3%

Participant deferral / active EE

$22,500

$6,938+224.3%

$6,221+261.7%

$6,711+235.3%

Admin fee / account holder

$220

$10,719-98.0%

$9,011-97.6%

$11,407-98.1%

DAVID JOHN VAUGHAN, LLC 401K AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVID JOHN VAUGHAN, LLC 401K AND 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