Retirement plan

D. ERIC MAGILL, M.D., P.A. PROFIT SHARING 401(K) PLAN

Name: D. ERIC MAGILL, M.D., P.A. - D. ERIC MAGILL, M.D., P.A. PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: D. ERIC MAGILL, M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D. ERIC MAGILL, M.D., P.A. PROFIT SHARING 401(K) PLAN, D. ERIC MAGILL, M.D., P.A.

D. ERIC MAGILL, M.D., P.A.EIN 26-1695895Plan #001PY 2017

807 HILLTOP DRIVE - RUSSELLVILLE, AR 72802479-968-8279

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$420K

+29.4% from 2016

Total participants

0.0% from 2016

Average account balance

$419,953

+29.4% from 2016

Annual return

12.76%

-5.28 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$77K

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

+11.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$419,953

$198,462+111.6%

$170,439+146.4%

$147,585+184.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

12.76%

257.30%-244.5pp

205.94%-193.2pp

578.58%-565.8pp

Employer contribution / active EE

$36,000

$6,184+482.2%

$5,433+562.7%

$4,876+638.2%

Participant deferral / active EE

$18,000

$5,629+219.7%

$4,939+264.4%

$5,439+231.0%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

D. ERIC MAGILL, M.D., P.A. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

D. ERIC MAGILL, M.D., P.A. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion