Retirement plan

MEDICAL ASSOCIATES OF VICKSBURG, PLLC 401(K) PLAN

Name: MEDICAL ASSOCIATES OF VICKSBURG, PLLC - MEDICAL ASSOCIATES OF VICKSBURG, PLLC 401(K) PLAN (2015) Form 5500
Creator: MEDICAL ASSOCIATES OF VICKSBURG, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEDICAL ASSOCIATES OF VICKSBURG, PLLC 401(K) PLAN, MEDICAL ASSOCIATES OF VICKSBURG, PLLC

MEDICAL ASSOCIATES OF VICKSBURG, PLLCEIN 46-5541802Plan #001PY 2015

2080 SOUTH FRONTAGE ROAD - VICKSBURG, MS 39180601-262-1000medical-assoc.comLinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$28,779

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.06M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

187.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$361K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+6.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8401

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 codes2E2J2R2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$139 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.483%

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

$28,779

$75,832-62.0%

$147,617-80.5%

$59,633-51.7%

Participation rate

94.7%

71.6%+23.2pp

84.6%+10.1pp

68.7%+26.1pp

Annual return

0.00%

0.37%-0.4pp

61.98%-62.0pp

2041.45%-2041.5pp

Employer contribution / active EE

$3,560

$3,485+2.2%

$5,564-36.0%

$2,203+61.6%

Participant deferral / active EE

$4,121

$3,131+31.6%

$4,895-15.8%

$3,192+29.1%

Admin fee / account holder

$139

$5,986-97.7%

$11,612-98.8%

$4,297-96.8%

MEDICAL ASSOCIATES OF VICKSBURG, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEDICAL ASSOCIATES OF VICKSBURG, PLLC 401(K) 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