Retirement plan

RAY B. MARGLOUS, P.C. 401(K) PROFIT SHARING PLAN

Name: RAY B. MARGLOUS, P.C. - RAY B. MARGLOUS, P.C. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: RAY B. MARGLOUS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAY B. MARGLOUS, P.C. 401(K) PROFIT SHARING PLAN, RAY B. MARGLOUS, P.C.

RAY B. MARGLOUS, P.C.EIN 43-1181168Plan #002PY 2020

7711 BONHOMME AVE, STE 300 - ST. LOUIS, MO 63105314-721-6757LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$3.8M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

+20.5% from 2019

Total participants

0.0% from 2019

Average account balance

$453,400

+20.5% from 2019

Annual return

16.52%

-14.81 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.69M

Not enough data

1 years with asset history on file

Average account balance

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

$521K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$174K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+11.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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

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

Expense breakdown

Schedule H Part II

Admin total

$22

$4 / participant

Other / not subdivided$22100.0%

% of EOY assets

0.001%

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

$453,400

$165,381+174.2%

$149,730+202.8%

$158,966+185.2%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

16.52%

348.29%-331.8pp

276.70%-260.2pp

302.95%-286.4pp

Employer contribution / active EE

$4,467

$5,104-12.5%

$4,645-3.8%

$4,762-6.2%

Participant deferral / active EE

$13,290

$7,182+85.0%

$6,843+94.2%

$5,983+122.1%

Admin fee / account holder

$10,809-100.0%

$9,310-100.0%

$11,250-100.0%

RAY B. MARGLOUS, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RAY B. MARGLOUS, P.C. 401(K) PROFIT SHARING 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