Retirement plan

SOUTH SHORE ALLERGY & ASTHMA SPECIALISTS, P.C. PROFIT SHARING PLAN

Name: SOUTH SHORE ALLERGY & ASTHMA SPECIALISTS, P.C. - SOUTH SHORE ALLERGY & ASTHMA SPECIALISTS, P.C. PROFIT SHARING PLAN (2025) Form 5500
Creator: SOUTH SHORE ALLERGY & ASTHMA SPECIALISTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTH SHORE ALLERGY & ASTHMA SPECIALISTS, P.C. PROFIT SHARING PLAN, SOUTH SHORE ALLERGY & ASTHMA SPECIALISTS, P.C.

SOUTH SHORE ALLERGY & ASTHMA SPECIALISTS, P.C.EIN 04-2759696Plan #001PY 2025

851 MAIN ST. - SOUTH WEYMOUTH, MA 02190781-331-1060ssallergy.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.8M

+8.8% from 2024

Total participants

-15.8% from 2024

Average account balance

$238,798

+29.2% from 2024

Annual return

12.39%

+5.29 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.82M

Not enough data

1 years with asset history on file

Average account balance

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

$239K

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.

177.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13129

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

$210K

$23341 / participant

Other / not subdivided$210K100.0%

% of EOY assets

5.498%

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

$238,798

$185,312+28.9%

$161,489+47.9%

$154,746+54.3%

Participation rate

100.0%

82.5%+17.5pp

78.7%+21.3pp

80.7%+19.3pp

Annual return

12.39%

103.84%-91.4pp

89.72%-77.3pp

172.34%-159.9pp

Employer contribution / active EE

$2,436

$4,769-48.9%

$4,268-42.9%

$4,379-44.4%

Participant deferral / active EE

$3,224

$6,350-49.2%

$5,630-42.7%

$6,730-52.1%

Admin fee / account holder

$13,129

$18,654-29.6%

$16,006-18.0%

$14,365-8.6%

SOUTH SHORE ALLERGY & ASTHMA SPECIALISTS, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTH SHORE ALLERGY & ASTHMA SPECIALISTS, P.C. 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