Retirement plan

MCMICKLE, KUREY & BRANCH, LLP PROFIT SHARING/401(K) PLAN

Name: MCMICKLE KUREY & BRANCH LLP - MCMICKLE, KUREY & BRANCH, LLP PROFIT SHARING/401(K) PLAN (2015) Form 5500
Creator: MCMICKLE KUREY & BRANCH LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCMICKLE, KUREY & BRANCH, LLP PROFIT SHARING/401(K) PLAN, MCMICKLE KUREY & BRANCH LLP

MCMICKLE KUREY & BRANCH LLPEIN 27-3134249Plan #001PY 2015

200 S MAIN ST - ALPHARETTA, GA 300091914678-824-7800LinkedIn1-10 employeeslaw practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$606K

No prior year

Total participants

No prior year

Average account balance

$202,024

No prior year

Annual return

-12.25%

No prior year

Benchmarks

See 103,913 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,913 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.71M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$173K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+22.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1165

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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G2T3D2E2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$202,024

$127,386+58.6%

$115,037+75.6%

$125,391+61.1%

Participation rate

75.0%

84.2%-9.2pp

81.4%-6.4pp

83.2%-8.2pp

Annual return

-12.25%

31.28%-43.5pp

26.14%-38.4pp

282.22%-294.5pp

Employer contribution / active EE

$5,166-100.0%

$4,608-100.0%

$4,866-100.0%

Participant deferral / active EE

$4,375

$6,423-31.9%

$6,026-27.4%

$5,352-18.2%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,540-100.0%

MCMICKLE, KUREY & BRANCH, LLP PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MCMICKLE, KUREY & BRANCH, LLP 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