Plan Ledger DOL Form 5500 · updated monthly

Joint Implant Surgeons of Florida P.A.401(k)

JOINT IMPLANT SURGEONS OF FLORIDA RETIREMENT PLAN · FORT MYERS, FL · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Joint Implant Surgeons of Florida P.A. reported $638 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,450 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 health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,753rd of 3,644), and 8,772nd of 11,911 in health care & social assistance. In 2022, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,687,343
Participants with balances79
Active participants141
Employer contributions$204,380
Employee contributions$500,966
Employer contribution per active participant$1,450
Average account balance$46,675
Benefits paid to participants$54,735
Plan auditUnmodified (clean) audit opinion
AuditorHBK CPAS & CONSULTANTS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$638
Total administrative$638
The Joint Implant Surgeons of Florida P.A. 401(k) match · 2022
Employer contribution per active participant$1,450
Median for plans this size$1,114

Joint Implant Surgeons of Florida P.A.'s 2022 employer contribution ran above the $1,114 median for plans its size. 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$638 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Daniel Memorial, Inc. FL$3.7M · 1.02%
Family Resources, Inc. FL$3.6M · 0.89%
Tdn Aso, LLC FL$3.6M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591747608 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.