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 (2019) 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 2019

217 ROSWELL ST STE 200 - ALPHARETTA, GA 30009678-824-7800LinkedIn1-10 employeeslaw practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+40.3% from 2018

Total participants

+16.7% from 2018

Average account balance

$209,532

+16.9% from 2018

Annual return

35.70%

+39.30 pp from 2018

Benchmarks

See 119,339 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,339 peers

Snapshot2019

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

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

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 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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$125

$18 / participant

Other / not subdivided$125100.0%

% of EOY assets

0.010%

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

$209,532

$157,296+33.2%

$141,191+48.4%

$152,897+37.0%

Participation rate

85.7%

84.8%+0.9pp

82.5%+3.2pp

82.5%+3.3pp

Annual return

35.70%

64.34%-28.6pp

71.41%-35.7pp

345.43%-309.7pp

Employer contribution / active EE

$5,262-100.0%

$4,736-100.0%

$4,764-100.0%

Participant deferral / active EE

$5,831

$7,111-18.0%

$6,710-13.1%

$5,851-0.3%

Admin fee / account holder

$21

$12,125-99.8%

$10,264-99.8%

$11,599-99.8%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCMICKLE, KUREY & BRANCH, LLP PROFIT SHARING/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