Retirement plan

PINSON MEDICAL OFFICES, P.A. PROFIT SHARING PLAN

Name: PINSON MEDICAL OFFICES PA - PINSON MEDICAL OFFICES, P.A. PROFIT SHARING PLAN (2025) Form 5500
Creator: PINSON MEDICAL OFFICES PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PINSON MEDICAL OFFICES, P.A. PROFIT SHARING PLAN, PINSON MEDICAL OFFICES PA

PINSON MEDICAL OFFICES PAEIN 63-0626691Plan #001PY 2025

705 CUNNINGHAM CIR - TRUSSVILLE, AL 351733265205-681-7902LinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$608K

-76.1% from 2024

Total participants

0.0% from 2024

Average account balance

$76,021

-76.1% from 2024

Annual return

9.24%

-4.03 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$608K

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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

$50K

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

+9.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$279591

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 codes2E2F2G2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2.2M

$279591 / participant

Other / not subdivided$2M100.0%

% of EOY assets

367.782%

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

$76,021

$174,379-56.4%

$152,093-50.0%

$138,895-45.3%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

9.24%

74.86%-65.6pp

66.36%-57.1pp

145.39%-136.2pp

Employer contribution / active EE

$6,250

$4,652+34.4%

$4,175+49.7%

$4,194+49.0%

Participant deferral / active EE

$6,159-100.0%

$5,451-100.0%

$6,396-100.0%

Admin fee / account holder

$279,591

$16,880+1556.3%

$14,497+1828.7%

$12,562+2125.7%

PINSON MEDICAL OFFICES, P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PINSON MEDICAL OFFICES, P.A. 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