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 (2021) 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 2021

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

Other plans on this EIN

1 filing

#004Retirement-$4.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+19.3% from 2020

Total participants

-18.2% from 2020

Average account balance

$130,679

+45.8% from 2020

Annual return

14.30%

+17.53 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

$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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$88K

$9746 / participant

Other / not subdivided$88K100.0%

% of EOY assets

7.458%

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

$130,679

$217,432-39.9%

$185,851-29.7%

$167,553-22.0%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

14.30%

148.43%-134.1pp

122.11%-107.8pp

478.89%-464.6pp

Employer contribution / active EE

$5,986

$5,874+1.9%

$5,168+15.8%

$4,840+23.7%

Participant deferral / active EE

$9,188

$6,357+44.5%

$5,569+65.0%

$6,343+44.9%

Admin fee / account holder

$9,746

$19,820-50.8%

$16,245-40.0%

$12,316-20.9%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

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

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion