Retirement plan

NATCHEZ MORICE MD MBA LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: NATCHEZ MORICE, MD, MBA, LLC - NATCHEZ MORICE MD MBA LLC 401(K) PROFIT SHARING PLAN AND TRUST (2021) Form 5500
Creator: NATCHEZ MORICE, MD, MBA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATCHEZ MORICE MD MBA LLC 401(K) PROFIT SHARING PLAN AND TRUST, NATCHEZ MORICE, MD, MBA, LLC

NATCHEZ MORICE, MD, MBA, LLCEIN 83-0360451Plan #001PY 2021

1216 VICTOR II BLVD., SUITE 100 - MORGAN CITY, LA 70380985-518-3553

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$366K

+30.7% from 2020

Total participants

0.0% from 2020

Average account balance

$33,296

+30.7% from 2020

Annual return

16.62%

-4.04 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$434K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J2F2G3D3B

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$220

$14 / participant

Other / not subdivided$220100.0%

% of EOY assets

0.060%

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

$33,296

$217,432-84.7%

$185,851-82.1%

$167,553-80.1%

Participation rate

56.3%

86.1%-29.8pp

81.7%-25.5pp

82.1%-25.9pp

Annual return

16.62%

148.43%-131.8pp

122.11%-105.5pp

478.89%-462.3pp

Employer contribution / active EE

$5,874-100.0%

$5,168-100.0%

$4,840-100.0%

Participant deferral / active EE

$2,465

$6,357-61.2%

$5,569-55.7%

$6,343-61.1%

Admin fee / account holder

$20

$19,820-99.9%

$16,245-99.9%

$12,316-99.8%

NATCHEZ MORICE MD MBA LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATCHEZ MORICE MD MBA LLC 401(K) PROFIT SHARING PLAN AND TRUST

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