Retirement plan

NANCY B. TALLMAN, PC INDIVIDUAL 401(K) PLAN

Name: NANCY B. TALLMAN, PC - NANCY B. TALLMAN, PC INDIVIDUAL 401(K) PLAN (2023) Form 5500
Creator: NANCY B. TALLMAN, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NANCY B. TALLMAN, PC INDIVIDUAL 401(K) PLAN, NANCY B. TALLMAN, PC

NANCY B. TALLMAN, PCEIN 20-2834901Plan #001PY 2023

574 THORN CREEK DRIVE - KAMAS, UT 84036435-901-0659

Other plans on this EIN

1 filing

#002Retirement-$1.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$548K

+24.6% from 2022

Total participants

+50.0% from 2022

Average account balance

$182,638

-17.0% from 2022

Annual return

22.31%

+49.21 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

$594K

Not enough data

1 years with asset history on file

Average account balance

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

$198K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+7.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3398

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 codes2E2J3D

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.
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

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

$9K

$4400 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.606%

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

$182,638

$202,460-9.8%

$169,385+7.8%

$139,456+31.0%

Participation rate

100.0%

81.1%+18.9pp

77.2%+22.8pp

80.3%+19.7pp

Annual return

22.31%

532.07%-509.8pp

405.82%-383.5pp

373.45%-351.1pp

Employer contribution / active EE

$1,500

$4,691-68.0%

$4,012-62.6%

$4,753-68.4%

Participant deferral / active EE

$3,425

$6,938-50.6%

$6,221-44.9%

$6,711-49.0%

Admin fee / account holder

$2,933

$10,719-72.6%

$9,011-67.4%

$11,407-74.3%

NANCY B. TALLMAN, PC INDIVIDUAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NANCY B. TALLMAN, PC INDIVIDUAL 401(K) 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