Retirement plan

STATCARE, PLLC 401(K) PROFIT SHARING PLAN

Name: STATCARE PLLC - STATCARE, PLLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: STATCARE PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STATCARE, PLLC 401(K) PROFIT SHARING PLAN, STATCARE PLLC

STATCARE PLLCEIN 72-1367773Plan #001PY 2025

1017 DELAWARE AVENUE - MCCOMB, MS 39648601-250-1122

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.2M

+19.0% from 2024

Total participants

+11.5% from 2024

Average account balance

No prior year

Annual return

16.13%

+3.63 pp from 2024

Benchmarks

See 12,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort12,994 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.18M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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

0 years with headcount on file

Eligible Participants and Participation

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

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$254K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+16.13%

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 codes2E2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$8K

$111 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.074%

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

$75,541-100.0%

$152,093-100.0%

$82,637-100.0%

Participation rate

0.0%

66.5%-66.5pp

77.8%-77.8pp

68.1%-68.1pp

Annual return

16.13%

32.56%-16.4pp

66.36%-50.2pp

53.51%-37.4pp

Employer contribution / active EE

$1,116

$2,622-57.4%

$4,175-73.3%

$2,552-56.3%

Participant deferral / active EE

$2,613

$3,206-18.5%

$5,451-52.1%

$4,126-36.7%

Admin fee / account holder

$6,405-100.0%

$14,497-100.0%

$7,339-100.0%

STATCARE, PLLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STATCARE, PLLC 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