Retirement plan

JEMISON INTERNAL MEDICINE. P.C. 401 (K) PROFIT SHARING PLAN

Name: JEMISON INTERNAL MEDICINE, P.C. - JEMISON INTERNAL MEDICINE. P.C. 401 (K) PROFIT SHARING PLAN (2019) Form 5500
Creator: JEMISON INTERNAL MEDICINE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEMISON INTERNAL MEDICINE. P.C. 401 (K) PROFIT SHARING PLAN, JEMISON INTERNAL MEDICINE, P.C.

JEMISON INTERNAL MEDICINE, P.C.EIN 63-1229007Plan #001PY 2019

P.O. BOX 669 - JEMISON, AL 35085205-688-4050LinkedIn1-10 employeesfacilities services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+23.8% from 2018

Total participants

0.0% from 2018

Average account balance

-100.0% from 2018

Annual return

22.64%

+25.16 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.12M

Not enough data

1 years with asset history on file

Average account balance

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

$266K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4468

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 codes2E2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$57K

$7115 / participant

Other / not subdivided$57K100.0%

% of EOY assets

5.248%

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

$202,342-100.0%

$172,752-100.0%

$152,897-100.0%

Participation rate

0.0%

87.1%-87.1pp

82.6%-82.6pp

82.5%-82.5pp

Annual return

22.64%

1029.83%-1007.2pp

802.97%-780.3pp

345.43%-322.8pp

Employer contribution / active EE

$1,764

$5,858-69.9%

$5,144-65.7%

$4,764-63.0%

Participant deferral / active EE

$5,593

$5,948-6.0%

$5,198+7.6%

$5,851-4.4%

Admin fee / account holder

$17,111-100.0%

$13,955-100.0%

$11,599-100.0%

JEMISON INTERNAL MEDICINE. P.C. 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEMISON INTERNAL MEDICINE. P.C. 401 (K) 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