Retirement plan

CRAIG G. HURWITZ, MD PSP / 401K PLAN

Name: CRAIG G. HURWITZ, MD - CRAIG G. HURWITZ, MD PSP / 401K PLAN (2024) Form 5500
Creator: CRAIG G. HURWITZ, MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRAIG G. HURWITZ, MD PSP / 401K PLAN, CRAIG G. HURWITZ, MD

CRAIG G. HURWITZ, MDEIN 22-3882976Plan #001PY 2024

52 TOM MILLER ROAD - PLATTSBURGH, NY 12901518-563-2057LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$569K

+35.0% from 2023

Total participants

+40.0% from 2023

Average account balance

-100.0% from 2023

Annual return

21.04%

+14.07 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$569K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+21.04%

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

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

$183,592-100.0%

$155,574-100.0%

$145,877-100.0%

Participation rate

0.0%

82.7%-82.7pp

78.2%-78.2pp

80.3%-80.3pp

Annual return

21.04%

61.37%-40.3pp

64.87%-43.8pp

551.28%-530.2pp

Employer contribution / active EE

$1,938

$5,317-63.5%

$4,676-58.5%

$4,663-58.4%

Participant deferral / active EE

$6,481

$6,466+0.2%

$5,629+15.1%

$6,691-3.1%

Admin fee / account holder

$19,316-100.0%

$15,914-100.0%

$13,402-100.0%

CRAIG G. HURWITZ, MD PSP / 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CRAIG G. HURWITZ, MD PSP / 401K 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