Retirement plan

GETTRY MARCUS CPA, P. C. 401(K) PLAN

Name: GETTRY MARCUS CPA, P.C. - GETTRY MARCUS CPA, P. C. 401(K) PLAN (2022) Form 5500
Creator: GETTRY MARCUS CPA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GETTRY MARCUS CPA, P. C. 401(K) PLAN, GETTRY MARCUS CPA, P.C.

GETTRY MARCUS CPA, P.C.EIN 13-3418879Plan #002PY 2022

88 FROELICH FARM BOULEVARD, 3RD FLOOR - WOODBURY, NY 11797516-364-3390LinkedIn51-200 employeesaccounting

Other plans on this EIN

2 filings

#001Retirement-$16.4M assets #003Retirement-$2.3M assets

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$9.7M

-10.3% from 2021

Total participants

140

+42.9% from 2021

Average account balance

$86,365

-32.7% from 2021

Annual return

-10.19%

-25.47 pp from 2021

Benchmarks

See 5,987 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,987 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.26%

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

Top 3 by compensation

Provider	Service type	Compensation
FUSION FAMILY WEALTH, LLC1 year Service code 27 88 FROELICH FARM BLVD · WOODBURY, NY 11797	Advisory (Plan)	$19,761
WOLF & COMPANY, P.C.1 year Filed as: THE WOLF PENSION GROUP, LLC Service code 13 114 OLD COUNTRY ROAD · MINEOLA, NY 115014410	Contract Administrator	$877
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVING CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$462

Plan features & details

Pension benefit codes2E2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$21K

$205 / participant

Contract admin$21K100.0%

% of EOY assets

0.218%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARON & BLETZER, PLLC
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$86,365

$84,499+2.2%

$125,391-31.1%

$66,949+29.0%

Participation rate

72.8%

76.4%-3.6pp

82.4%-9.6pp

69.8%+3.0pp

Annual return

-10.19%

-8.49%-1.7pp

572.41%-582.6pp

1.57%-11.8pp

Employer contribution / active EE

$1,005

$3,554-71.7%

$4,816-79.1%

$2,545-60.5%

Participant deferral / active EE

$7,110

$6,785+4.8%

$7,448-4.5%

$4,239+67.7%

Admin fee / account holder

$188

$685-72.5%

$10,009-98.1%

$594-68.3%

Provider

Service type

Compensation

FUSION FAMILY WEALTH, LLC1 year

Service code 27

88 FROELICH FARM BLVD · WOODBURY, NY 11797

Advisory (Plan)

$19,761

WOLF & COMPANY, P.C.1 year

Filed as: THE WOLF PENSION GROUP, LLC

Service code 13

114 OLD COUNTRY ROAD · MINEOLA, NY 115014410

Contract Administrator

$877

AMERICAN FUNDS1 year

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 64

6455 IRVING CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$462

GETTRY MARCUS CPA, P. C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GETTRY MARCUS CPA, P. C. 401(K) 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