Retirement plan

ORLANDO GASTROENTEROLOGY PROFIT SHARING PLAN

Name: ORLANDO GASTROENTEROLOGY - ORLANDO GASTROENTEROLOGY PROFIT SHARING PLAN (2024) Form 5500
Creator: ORLANDO GASTROENTEROLOGY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORLANDO GASTROENTEROLOGY PROFIT SHARING PLAN, ORLANDO GASTROENTEROLOGY

ORLANDO GASTROENTEROLOGYEIN 01-0635089Plan #003PY 2024

1507 S HIAWASSEE RD. STE 105 - ORLANDO, FL 328355706407-445-9224orlandogastro.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.8M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.1M

+7.2% from 2023

Total participants

+9.3% from 2023

Average account balance

$22,572

-1.9% from 2023

Annual return

1.62%

-36.72 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

276.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+1.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$196

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 codes2D2E2G2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$541 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.867%

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

$22,572

$183,539-87.7%

$155,556-85.5%

$145,897-84.5%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

1.62%

61.31%-59.7pp

64.84%-63.2pp

552.29%-550.7pp

Employer contribution / active EE

$1,586

$5,315-70.2%

$4,675-66.1%

$4,663-66.0%

Participant deferral / active EE

$2,113

$6,467-67.3%

$5,631-62.5%

$6,689-68.4%

Admin fee / account holder

$196

$19,275-99.0%

$15,885-98.8%

$13,390-98.5%

ORLANDO GASTROENTEROLOGY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORLANDO GASTROENTEROLOGY 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