Retirement plan

M BLAKE HEATH TRIAL ATTORNEY, LLC 401K PROFIT SHARING PLAN

Name: M BLAKE HEATH TRIAL ATTORNEY, LLC - M BLAKE HEATH TRIAL ATTORNEY, LLC 401K PROFIT SHARING PLAN (2022) Form 5500
Creator: M BLAKE HEATH TRIAL ATTORNEY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M BLAKE HEATH TRIAL ATTORNEY, LLC 401K PROFIT SHARING PLAN, M BLAKE HEATH TRIAL ATTORNEY, LLC

M BLAKE HEATH TRIAL ATTORNEY, LLCEIN 46-4086691Plan #001PY 2022

917 43RD ST - KANSAS CITY, MO 64111816-931-0048heathinjurylaw.comLinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$62K

+30.3% from 2021

Total participants

0.0% from 2021

Average account balance

$20,784

-13.1% from 2021

Annual return

-21.66%

-54.82 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$224K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+15.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1117

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 codes2E2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$892

$297 / participant

Other / not subdivided$892100.0%

% of EOY assets

1.431%

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

$20,784

$138,102-85.0%

$125,381-83.4%

$134,532-84.6%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-21.66%

750.73%-772.4pp

572.31%-594.0pp

418.27%-439.9pp

Employer contribution / active EE

$1,330

$5,245-74.6%

$4,815-72.4%

$4,741-71.9%

Participant deferral / active EE

$6,960

$7,801-10.8%

$7,448-6.5%

$6,401+8.7%

Admin fee / account holder

$297

$11,568-97.4%

$10,007-97.0%

$11,429-97.4%

M BLAKE HEATH TRIAL ATTORNEY, LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

M BLAKE HEATH TRIAL ATTORNEY, LLC 401K 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