Retirement plan

MOE MEDICAL CORPORATION 401(K) PLAN

Name: MOE MEDICAL CORPORATION - MOE MEDICAL CORPORATION 401(K) PLAN (2023) Form 5500
Creator: MOE MEDICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOE MEDICAL CORPORATION 401(K) PLAN, MOE MEDICAL CORPORATION

MOE MEDICAL CORPORATIONEIN 45-3128436Plan #002PY 2023

509 GARRIGAN CT - DANVILLE, CA 945064722209-451-1350moemediamarketing.comLinkedIn1-10 employeesinternet

Other plans on this EIN

1 filing

#001Retirement-$1.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$250K

+38.4% from 2022

Total participants

0.0% from 2022

Average account balance

$125,199

+38.4% from 2022

Annual return

29.61%

+73.54 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$267K

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.76%

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$125,199

$175,259-28.6%

$149,723-16.4%

$139,487-10.2%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

29.61%

166.82%-137.2pp

134.50%-104.9pp

373.84%-344.2pp

Employer contribution / active EE

$1,920

$5,478-65.0%

$4,821-60.2%

$4,755-59.6%

Participant deferral / active EE

$6,000

$6,522-8.0%

$5,682+5.6%

$6,713-10.6%

Admin fee / account holder

$16,158-100.0%

$13,215-100.0%

$11,407-100.0%

MOE MEDICAL CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MOE MEDICAL CORPORATION 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