Retirement plan

BARKSDALE, JOE AND MAGEE, PLLC PROFIT SHARING PLAN

Name: BARKSDALE, JOE AND MAGEE, PLLC - BARKSDALE, JOE AND MAGEE, PLLC PROFIT SHARING PLAN (2025) Form 5500
Creator: BARKSDALE, JOE AND MAGEE, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARKSDALE, JOE AND MAGEE, PLLC PROFIT SHARING PLAN, BARKSDALE, JOE AND MAGEE, PLLC

BARKSDALE, JOE AND MAGEE, PLLCEIN 64-0887476Plan #001PY 2025

197 CHARMANT DRIVE, SUITE 1 - RIDGELAND, MS 39157601-898-2798LinkedIn1-10 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3M

+20.9% from 2024

Total participants

0.0% from 2024

Average account balance

$609,507

+20.9% from 2024

Annual return

18.00%

+1.31 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.05M

Not enough data

1 years with asset history on file

Average account balance

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

$610K

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

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+18.00%

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

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 codes2E2G2J3B3D

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$609,507

$154,228+295.2%

$145,433+319.1%

$137,256+344.1%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

80.0%+20.0pp

Annual return

18.00%

74.59%-56.6pp

66.58%-48.6pp

220.34%-202.3pp

Employer contribution / active EE

$4,750

$4,804-1.1%

$4,554+4.3%

$4,156+14.3%

Participant deferral / active EE

$9,749

$8,216+18.7%

$7,897+23.4%

$6,407+52.2%

Admin fee / account holder

$14,344-100.0%

$13,129-100.0%

$12,270-100.0%

BARKSDALE, JOE AND MAGEE, PLLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BARKSDALE, JOE AND MAGEE, PLLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion