Retirement plan

COLONIAL PHARMACY OF MURFREESBORO EMPLOYEE PROFIT SHARING AND 401(K) PLAN

Name: COLONIAL PHARMACY OF MURFREESBORO NORTH CAROLINA INC - COLONIAL PHARMACY OF MURFREESBORO EMPLOYEE PROFIT SHARING AND 401(K) PLAN (2025) Form 5500
Creator: COLONIAL PHARMACY OF MURFREESBORO NORTH CAROLINA INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLONIAL PHARMACY OF MURFREESBORO EMPLOYEE PROFIT SHARING AND 401(K) PLAN, COLONIAL PHARMACY OF MURFREESBORO NORTH CAROLINA INC

COLONIAL PHARMACY OF MURFREESBORO NORTH CAROLINA INCEIN 56-1170499Plan #001PY 2025

PO BOX 487 - MURFREESBORO, NC 278550487252-398-3138

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$713K

+19.2% from 2024

Total participants

0.0% from 2024

Average account balance

$71,345

+7.3% from 2024

Annual return

17.81%

-10.20 pp from 2024

Benchmarks

See 3,775 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort3,775 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$713K

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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

$20K

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

+17.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1130

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$11K

$3767 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.584%

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

$71,345

$126,113-43.4%

$116,096-38.5%

$155,188-54.0%

Participation rate

100.0%

75.1%+24.9pp

73.3%+26.7pp

80.8%+19.2pp

Annual return

17.81%

391.72%-373.9pp

326.25%-308.4pp

148.84%-131.0pp

Employer contribution / active EE

$1,732

$2,672-35.2%

$2,503-30.8%

$4,248-59.2%

Participant deferral / active EE

$4,911

$4,162+18.0%

$3,952+24.3%

$6,531-24.8%

Admin fee / account holder

$1,130

$8,045-86.0%

$7,704-85.3%

$14,480-92.2%

COLONIAL PHARMACY OF MURFREESBORO EMPLOYEE PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLONIAL PHARMACY OF MURFREESBORO EMPLOYEE PROFIT SHARING AND 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