Retirement plan

PAUL'S PHARMACY, INC. PROFIT SHARING PLAN & TRUST

Name: PAUL'S PHARMACY, INC. - PAUL'S PHARMACY, INC. PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: PAUL'S PHARMACY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAUL'S PHARMACY, INC. PROFIT SHARING PLAN & TRUST, PAUL'S PHARMACY, INC.

PAUL'S PHARMACY, INC.EIN 35-1174050Plan #002PY 2015

2345 WEST FRANKLIN STREET - EVANSVILLE, IN 47712812-425-4364callpaulsrx.comLinkedIn1-10 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.5M

No prior year

Total participants

No prior year

Average account balance

$144,897

No prior year

Annual return

-0.42%

No prior year

Benchmarks

See 8,867 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort8,867 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.97M

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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.

107.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$208K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+29.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36236

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 codes2E2F2G2J3D

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.
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

$22K

$860 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.406%

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

$144,897

$45,566+218.0%

$64,105+126.0%

$59,633+143.0%

Participation rate

100.0%

60.2%+39.8pp

68.2%+31.8pp

68.7%+31.3pp

Annual return

-0.42%

4.95%-5.4pp

791.24%-791.7pp

2041.45%-2041.9pp

Employer contribution / active EE

$5,125

$934+448.7%

$1,820+181.6%

$2,203+132.7%

Participant deferral / active EE

$5,021

$2,057+144.1%

$2,822+77.9%

$3,192+57.3%

Admin fee / account holder

$589

$3,268-82.0%

$4,499-86.9%

$4,297-86.3%

PAUL'S PHARMACY, INC. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAUL'S PHARMACY, INC. PROFIT SHARING PLAN & TRUST

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