Retirement plan

NORTH ALABAMA ENT ASSOCIATES PC 401K PROFIT SHARING PLAN

Name: NORTH ALABAMA ENT ASSOCIATES, P.C. - NORTH ALABAMA ENT ASSOCIATES PC 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: NORTH ALABAMA ENT ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH ALABAMA ENT ASSOCIATES PC 401K PROFIT SHARING PLAN, NORTH ALABAMA ENT ASSOCIATES, P.C.

NORTH ALABAMA ENT ASSOCIATES, P.C.EIN 72-1391850Plan #001PY 2016

927 FRANKLIN STREET, SUITE 100 - HUNTSVILLE, AL 35801256-536-9300nalent.comLinkedIn51-200 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.6M

+12.9% from 2015

Total participants

+3.4% from 2015

Average account balance

$177,266

+9.2% from 2015

Annual return

5.89%

+4.35 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.83M

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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.

170.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+8.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26926

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 codes2E2F2G2J2R2S3D

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$10K

$231 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.096%

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

$177,266

$77,638+128.3%

$156,551+13.2%

$62,881+181.9%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

5.89%

50.33%-44.4pp

32.23%-26.3pp

20.14%-14.3pp

Employer contribution / active EE

$9,720

$3,444+182.2%

$5,501+76.7%

$2,281+326.1%

Participant deferral / active EE

$5,565

$3,046+82.7%

$4,871+14.3%

$3,203+73.8%

Admin fee / account holder

$170

$5,561-96.9%

$13,028-98.7%

$4,296-96.1%

NORTH ALABAMA ENT ASSOCIATES PC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH ALABAMA ENT ASSOCIATES PC 401K 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