Retirement plan

BARBARA E. GERSON SELF-EMPLOYED INDIVIDUAL 401K/PROFIT SHARING PLAN VANGUARD-88038948305

Name: BARBARA E. GERSON - BARBARA E. GERSON SELF-EMPLOYED INDIVIDUAL 401K/PROFIT SHARING PLAN VANGUARD-88038948305 (2023) Form 5500
Creator: BARBARA E. GERSON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARBARA E. GERSON SELF-EMPLOYED INDIVIDUAL 401K/PROFIT SHARING PLAN VANGUARD-88038948305, BARBARA E. GERSON

BARBARA E. GERSONdba DR. BARBARA E. GERSONEIN 13-3058417Plan #003PY 2023

109 HAMILTON ROAD - IRVINGTON, NY 10533212-580-2142LinkedIn1-10 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.5M

+14.8% from 2022

Total participants

0.0% from 2022

Average account balance

-100.0% from 2022

Annual return

14.25%

+31.92 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.83M

Not enough data

1 years with asset history on file

Average account balance

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

$2.8M

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$54K

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

+9.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$73K

$73254 / participant

Other / not subdivided$73K100.0%

% of EOY assets

2.888%

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

$175,259-100.0%

$149,723-100.0%

$139,487-100.0%

Participation rate

0.0%

83.4%-83.4pp

78.8%-78.8pp

80.3%-80.3pp

Annual return

14.25%

166.82%-152.6pp

134.50%-120.2pp

373.84%-359.6pp

Employer contribution / active EE

$63,500

$5,478+1059.1%

$4,821+1217.1%

$4,755+1235.5%

Participant deferral / active EE

$22,500

$6,522+245.0%

$5,682+296.0%

$6,713+235.2%

Admin fee / account holder

$16,158-100.0%

$13,215-100.0%

$11,407-100.0%

BARBARA E. GERSON SELF-EMPLOYED INDIVIDUAL 401K/PROFIT SHARING PLAN VANGUARD-88038948305

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARBARA E. GERSON SELF-EMPLOYED INDIVIDUAL 401K/PROFIT SHARING PLAN VANGUARD-88038948305

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