Retirement plan

JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN

Name: JAMES A. LAWSON JR., DMD, PC. - JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN (2022) Form 5500
Creator: JAMES A. LAWSON JR., DMD, PC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN, JAMES A. LAWSON JR., DMD, PC.

JAMES A. LAWSON JR., DMD, PC.EIN 93-1090334Plan #001PY 2022

1497 WINSTON SECTION RD - WINSTON, OR 97496541-673-4569

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

-15.2% from 2021

Total participants

+40.0% from 2021

Average account balance

$233,649

-39.4% from 2021

Annual return

-13.44%

-18.82 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.44M

Not enough data

1 years with asset history on file

Average account balance

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

$349K

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

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+4.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3983

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$134K

$22263 / participant

Other / not subdivided$134K100.0%

% of EOY assets

8.167%

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

$233,649

$167,352+39.6%

$143,788+62.5%

$134,509+73.7%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-13.44%

0.47%-13.9pp

-0.03%-13.4pp

418.13%-431.6pp

Employer contribution / active EE

$7,187

$5,620+27.9%

$4,952+45.1%

$4,741+51.6%

Participant deferral / active EE

$6,554

$6,447+1.7%

$5,638+16.3%

$6,400+2.4%

Admin fee / account holder

$19,083

$18,091+5.5%

$14,675+30.0%

$11,427+67.0%

JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE 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