Retirement plan

LORI M. KILPATRICK SPEECH AND FEEDING THERAPY 401(K) PROFIT SHARING PLAN & TRUST

Name: LORI M. KILPATRICK SPEECH AND FEEDING THERAPY, LLC - LORI M. KILPATRICK SPEECH AND FEEDING THERAPY 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: LORI M. KILPATRICK SPEECH AND FEEDING THERAPY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LORI M. KILPATRICK SPEECH AND FEEDING THERAPY 401(K) PROFIT SHARING PLAN & TRUST, LORI M. KILPATRICK SPEECH AND FEEDING THERAPY, LLC

LORI M. KILPATRICK SPEECH AND FEEDING THERAPY, LLCEIN 46-2016575Plan #001PY 2025

6017 N. WASHINGTON AVE. - OCEAN SPRINGS, MS 39564228-334-5035LinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$469K

+42.2% from 2024

Total participants

+9.1% from 2024

Average account balance

$39,042

+30.4% from 2024

Annual return

19.19%

+3.73 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$469K

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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

$76K

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

+19.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$400

$33 / participant

Other / not subdivided$400100.0%

% of EOY assets

0.085%

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

$39,042

$181,062-78.4%

$158,223-75.3%

$155,188-74.8%

Participation rate

100.0%

82.7%+17.3pp

79.2%+20.8pp

80.8%+19.2pp

Annual return

19.19%

57.39%-38.2pp

52.09%-32.9pp

148.84%-129.6pp

Employer contribution / active EE

$1,885

$4,565-58.7%

$4,109-54.1%

$4,248-55.6%

Participant deferral / active EE

$4,440

$6,134-27.6%

$5,467-18.8%

$6,531-32.0%

Admin fee / account holder

$33

$18,825-99.8%

$16,047-99.8%

$14,480-99.8%

LORI M. KILPATRICK SPEECH AND FEEDING THERAPY 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LORI M. KILPATRICK SPEECH AND FEEDING THERAPY 401(K) 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