Retirement plan

STEVEN J. GETZ, MD, PA 401(K) PLAN

Name: STEVEN J. GETZ, MD, PA - STEVEN J. GETZ, MD, PA 401(K) PLAN (2024) Form 5500
Creator: STEVEN J. GETZ, MD, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVEN J. GETZ, MD, PA 401(K) PLAN, STEVEN J. GETZ, MD, PA

STEVEN J. GETZ, MD, PAEIN 20-8324773Plan #001PY 2024

109 PENN STREET - GREENVILLE, SC 29605864-404-6297

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$1,050,555

No prior year

Annual return

0.32%

No prior year

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2G2J2R3D

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$1,050,555

$183,516+472.5%

$155,534+575.4%

$145,884+620.1%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

0.32%

61.43%-61.1pp

64.92%-64.6pp

551.85%-551.5pp

Employer contribution / active EE

$14,400

$5,315+170.9%

$4,675+208.0%

$4,662+208.9%

Participant deferral / active EE

$23,000

$6,467+255.7%

$5,630+308.5%

$6,690+243.8%

Admin fee / account holder

$19,293-100.0%

$15,900-100.0%

$13,392-100.0%

STEVEN J. GETZ, MD, PA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STEVEN J. GETZ, MD, PA 401(K) 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