Retirement plan

NICHOLAS S. FULLER, MD INC. 401K PROFIT SHARING PLAN

Name: NICHOLAS S. FULLER, M.D., INC. - NICHOLAS S. FULLER, MD INC. 401K PROFIT SHARING PLAN (2020) Form 5500
Creator: NICHOLAS S. FULLER, M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NICHOLAS S. FULLER, MD INC. 401K PROFIT SHARING PLAN, NICHOLAS S. FULLER, M.D., INC.

NICHOLAS S. FULLER, M.D., INC.EIN 95-4771120Plan #003PY 2020

1590 ROSECRANS AVENUE, SUITE D 357 - MANHATTEN BEACH, CA 90266310-385-7755

Other plans on this EIN

1 filing

#002Retirement-$2.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$454K

+40.7% from 2019

Total participants

0.0% from 2019

Average account balance

$227,244

+40.7% from 2019

Annual return

27.34%

+14.94 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$896K

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+22.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3212

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

$3K

$2806 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.617%

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

$227,244

$209,425+8.5%

$178,499+27.3%

$158,966+43.0%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

27.34%

188.80%-161.5pp

151.10%-123.8pp

302.95%-275.6pp

Employer contribution / active EE

$17,100

$5,707+199.6%

$5,011+241.2%

$4,762+259.1%

Participant deferral / active EE

$26,000

$5,955+336.6%

$5,202+399.8%

$5,983+334.6%

Admin fee / account holder

$1,403

$17,078-91.8%

$13,986-90.0%

$11,250-87.5%

NICHOLAS S. FULLER, MD INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NICHOLAS S. FULLER, MD INC. 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