Retirement plan

PATRICIA A. LUKE-PERLESS, C.P.A. PROFIT SHARING PLAN

Name: PATRICIA A. LUKE-PERLESS, C.P.A. - PATRICIA A. LUKE-PERLESS, C.P.A. PROFIT SHARING PLAN (2025) Form 5500
Creator: PATRICIA A. LUKE-PERLESS, C.P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PATRICIA A. LUKE-PERLESS, C.P.A. PROFIT SHARING PLAN, PATRICIA A. LUKE-PERLESS, C.P.A.

PATRICIA A. LUKE-PERLESS, C.P.A.EIN 16-1448989Plan #001PY 2025

3208 WEST GENESEE STREET, SUITE D - SYRACUSE, NY 13219315-472-3335LinkedIn1-10 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.3M

+20.5% from 2024

Total participants

+9.1% from 2024

Average account balance

$193,216

+10.5% from 2024

Annual return

12.01%

+3.38 pp from 2024

Benchmarks

See 48,821 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort48,821 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.32M

Not enough data

1 years with asset history on file

Average account balance

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

$193K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$276

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$301 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.143%

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

$193,216

$155,555+24.2%

$146,866+31.6%

$155,188+24.5%

Participation rate

100.0%

84.0%+16.0pp

82.5%+17.5pp

80.8%+19.2pp

Annual return

12.01%

115.41%-103.4pp

102.85%-90.8pp

148.84%-136.8pp

Employer contribution / active EE

$2,279

$4,647-50.9%

$4,425-48.5%

$4,248-46.3%

Participant deferral / active EE

$12,864

$8,044+59.9%

$7,759+65.8%

$6,531+97.0%

Admin fee / account holder

$276

$14,755-98.1%

$13,620-98.0%

$14,480-98.1%

PATRICIA A. LUKE-PERLESS, C.P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PATRICIA A. LUKE-PERLESS, C.P.A. 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