Retirement plan

PROFESSIONAL BILLING, INC. PROFIT SHARING PLAN

Name: PROFESSIONAL BILLING, INC. - PROFESSIONAL BILLING, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: PROFESSIONAL BILLING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFESSIONAL BILLING, INC. PROFIT SHARING PLAN, PROFESSIONAL BILLING, INC.

PROFESSIONAL BILLING, INC.EIN 63-0942496Plan #001PY 2025

P.O. BOX 242848 - MONTGOMERY, AL 36124334-386-5313LinkedIn51-200 employeesmedical practice

Prospect flagsRecently cancelled planLow returnsWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2024

Total participants

-100.0% from 2024

Average account balance

-100.0% from 2024

Annual return

-100.66%

-114.52 pp from 2024

Benchmarks

See 16,403 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort16,403 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
WEALTH MANAGEMENT SYSTEMS INC3 years Filed as: HA & WEALTH MANAGEMENT, LLC Service code 27 2002 SUMMIT BLVD STE · ATLANTA, GA 30319	Advisory (Plan)	$16,621
GREAT-WEST LIFE & ANNUITY INSURANCE4 years Filed as: EMPOWER ANNUITY LIFE INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$7,697
AZALEA ADMINISTRATION LLC9 years Filed as: AZALEA ADMINISTRATION, LLC Service code 13 · EIN 27-0711617 PO BOX 180293 · MOBILE, AL 36618	Contract Administrator	$1,537
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$298

Plan features & details

Pension benefit codes2A2E2J2K2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$25K

Contract admin$25K100.0%

% of EOY assets

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: THE HIGHLANDS ACCOUNTING GROUP
Auditor EIN: 823217974
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$97,125-100.0%

$86,233-100.0%

$137,256-100.0%

Participation rate

0.0%

74.2%-74.2pp

69.0%-69.0pp

80.0%-80.0pp

Annual return

-100.66%

74.19%-174.8pp

61.39%-162.0pp

220.34%-321.0pp

Employer contribution / active EE

$2,841-100.0%

$2,504-100.0%

$4,156-100.0%

Participant deferral / active EE

$5,180-100.0%

$4,559-100.0%

$6,407-100.0%

Admin fee / account holder

$9,725-100.0%

$8,342-100.0%

$12,270-100.0%

Provider

Service type

Compensation

WEALTH MANAGEMENT SYSTEMS INC3 years

Filed as: HA & WEALTH MANAGEMENT, LLC

Service code 27

2002 SUMMIT BLVD STE · ATLANTA, GA 30319

Advisory (Plan)

$16,621

GREAT-WEST LIFE & ANNUITY INSURANCE4 years

Filed as: EMPOWER ANNUITY LIFE INSURANCE CO

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$7,697

AZALEA ADMINISTRATION LLC9 years

Filed as: AZALEA ADMINISTRATION, LLC

Service code 13 · EIN 27-0711617

PO BOX 180293 · MOBILE, AL 36618

Contract Administrator

$1,537

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ADVISORY GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$298

PROFESSIONAL BILLING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFESSIONAL BILLING, INC. 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