Retirement plan

NORTHWEST LOUISIANA NEPHROLOGY, L.L.C. 401(K) PROFIT SHARING PLAN

Name: NORTHWEST LOUISIANA NEPHROLOGY, L.L.C. - NORTHWEST LOUISIANA NEPHROLOGY, L.L.C. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: NORTHWEST LOUISIANA NEPHROLOGY, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST LOUISIANA NEPHROLOGY, L.L.C. 401(K) PROFIT SHARING PLAN, NORTHWEST LOUISIANA NEPHROLOGY, L.L.C.

NORTHWEST LOUISIANA NEPHROLOGY, L.L.C.EIN 72-1404303Plan #002PY 2024

1800 BUCKNER STREET - SHREVEPORT, LA 711014440318-227-8899nwln.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$26.8M

+7.8% from 2023

Total participants

+3.6% from 2023

Average account balance

$461,370

+4.1% from 2023

Annual return

13.85%

+1.12 pp from 2023

Benchmarks

See 21,742 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,742 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.76M

Not enough data

1 years with asset history on file

Average account balance

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

$461K

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.

141.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+13.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48709

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 codes2E2G3B3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.8M

$68906 / participant

Other / not subdivided$3M100.0%

% of EOY assets

10.558%

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

$461,370

$81,262+467.8%

$155,602+196.5%

$80,911+470.2%

Participation rate

100.0%

66.2%+33.8pp

78.2%+21.8pp

67.6%+32.4pp

Annual return

13.85%

33.34%-19.5pp

64.81%-51.0pp

35.63%-21.8pp

Employer contribution / active EE

$16,294

$3,102+425.3%

$4,675+248.5%

$2,756+491.2%

Participant deferral / active EE

$13,726

$3,451+297.7%

$5,629+143.9%

$4,297+219.4%

Admin fee / account holder

$48,709

$7,992+509.5%

$15,923+205.9%

$6,935+602.4%

NORTHWEST LOUISIANA NEPHROLOGY, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST LOUISIANA NEPHROLOGY, L.L.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