Retirement plan

GENERATIONS OBSTETRICS & GYNECOLOGY, P.C. 401(K) PROFIT SHARING PLAN

Name: GENERATIONS OBSTETRICS & GYNECOLOGY, P.C. - GENERATIONS OBSTETRICS & GYNECOLOGY, P.C. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: GENERATIONS OBSTETRICS & GYNECOLOGY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GENERATIONS OBSTETRICS & GYNECOLOGY, P.C. 401(K) PROFIT SHARING PLAN, GENERATIONS OBSTETRICS & GYNECOLOGY, P.C.

GENERATIONS OBSTETRICS & GYNECOLOGY, P.C.EIN 06-1173761Plan #001PY 2025

2446 WHITNEY AVENUE - HAMDEN, CT 06518203-248-4461generationsobgynct.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$12.4M

+24.7% from 2024

Total participants

+15.8% from 2024

Average account balance

$287,871

+10.2% from 2024

Annual return

18.34%

+7.86 pp from 2024

Benchmarks

See 15,542 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,542 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.38M

Not enough data

1 years with asset history on file

Average account balance

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

$288K

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.

172.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$642K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+18.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$233

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 codes2E2G2J3C3D

Plan features

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$10K

$400 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.081%

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

$287,871

$76,407+276.8%

$150,298+91.5%

$82,448+249.2%

Participation rate

96.0%

66.4%+29.6pp

77.8%+18.2pp

68.1%+27.9pp

Annual return

18.34%

39.99%-21.7pp

62.79%-44.4pp

41.64%-23.3pp

Employer contribution / active EE

$16,063

$2,614+514.5%

$4,154+286.7%

$2,551+529.7%

Participant deferral / active EE

$9,631

$3,214+199.6%

$5,453+76.6%

$4,139+132.7%

Admin fee / account holder

$233

$6,352-96.3%

$14,116-98.4%

$7,234-96.8%

GENERATIONS OBSTETRICS & GYNECOLOGY, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GENERATIONS OBSTETRICS & GYNECOLOGY, P.C. 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