Plan Ledger DOL Form 5500 · updated monthly

Bogin, Munns & Munns P.A.401(k)

BOGIN, MUNNS & MUNNS P.A. 401(K) PROFIT SHARING PLAN · ORLANDO, FL · plan year 2022

Reported admin expense ratio · 2022
0.63%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Bogin, Munns & Munns P.A. reported $30,958 in plan administrative expenses for 2022: 0.63% of average plan assets, above the peer median. Employer contributions averaged $430 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,610th of 3,644), and 10,025th of 11,654 in professional & technical services. In 2022, employees put in $9.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,401,387
Participants with balances158
Active participants99
Employer contributions$42,611
Employee contributions$415,741
Employer contribution per active participant$430
Average account balance$27,857
Benefits paid to participants$498,855
Plan auditUnmodified (clean) audit opinion
AuditorDAVIS GROUP P.A.
The Bogin, Munns & Munns P.A. 401(k) match · 2022
Employer contribution per active participant$430
Median for plans this size$1,114

Bogin, Munns & Munns P.A.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$30,958 · 0.63%
Similar plansProfessional & Technical Services · Florida
Storage Cap Leasing LLC FL$4.6M · 0.54%
Scribeamerica, LLC FL$4.5M · 0.01%
Atlantic Digital, Inc. FL$4.4M · 0.49%
21 Air LLC FL$4.2M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208753357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.