Retirement plan

DR ERIC GOTHELF 401K PROFIT SHARING PLAN

Name: DR ERIC GOTHELF - DR ERIC GOTHELF 401K PROFIT SHARING PLAN (2023) Form 5500
Creator: DR ERIC GOTHELF
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR ERIC GOTHELF 401K PROFIT SHARING PLAN, DR ERIC GOTHELF

DR ERIC GOTHELFEIN 11-2957681Plan #004PY 2023

61-21 ROOSEVELT AVE - WOODSIDE, NY 11377718-458-0940LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$3.5M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$515K

+25.1% from 2022

Total participants

0.0% from 2022

Average account balance

$257,513

+25.1% from 2022

Annual return

15.64%

+29.16 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$757K

Not enough data

1 years with asset history on file

Average account balance

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

$252K

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

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+17.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1415

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

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

$257,513

$175,231+47.0%

$149,696+72.0%

$139,466+84.6%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

15.64%

166.77%-151.1pp

134.46%-118.8pp

373.66%-358.0pp

Employer contribution / active EE

$4,500

$5,478-17.9%

$4,821-6.7%

$4,754-5.3%

Participant deferral / active EE

$15,000

$6,521+130.0%

$5,682+164.0%

$6,712+123.5%

Admin fee / account holder

$16,155-100.0%

$13,212-100.0%

$11,409-100.0%

DR ERIC GOTHELF 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DR ERIC GOTHELF 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion