Retirement plan

JILL M. MORRIS, D.M.D., INC. 401(K) PROFIT SHARING PLAN

Name: JILL M. MORRIS, D.M.D., INC. - JILL M. MORRIS, D.M.D., INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: JILL M. MORRIS, D.M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JILL M. MORRIS, D.M.D., INC. 401(K) PROFIT SHARING PLAN, JILL M. MORRIS, D.M.D., INC.

JILL M. MORRIS, D.M.D., INC.EIN 91-1997528Plan #005PY 2015

1405 FLOWER DR. - SARASOTA, FL 34239941-954-0044

Other plans on this EIN

1 filing

#004Retirement-$1.1M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$269K

No prior year

Total participants

No prior year

Average account balance

$33,680

No prior year

Annual return

-1.95%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$705K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

-19.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9360

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$33,680

$168,635-80.0%

$147,617-77.2%

$125,389-73.1%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-1.95%

77.65%-79.6pp

61.98%-63.9pp

282.24%-284.2pp

Employer contribution / active EE

$2,398

$6,252-61.6%

$5,564-56.9%

$4,866-50.7%

Participant deferral / active EE

$7,054

$5,507+28.1%

$4,895+44.1%

$5,352+31.8%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

JILL M. MORRIS, D.M.D., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JILL M. MORRIS, D.M.D., INC. 401(K) 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