Retirement plan

CHIARI & SYRINGOMYELIA FOUNDATION 401(K) PROFIT SHARING PLAN

Name: CHIARI & SYRINGOMYELIA FOUNDATION - CHIARI & SYRINGOMYELIA FOUNDATION 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: CHIARI & SYRINGOMYELIA FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHIARI & SYRINGOMYELIA FOUNDATION 401(K) PROFIT SHARING PLAN, CHIARI & SYRINGOMYELIA FOUNDATION

CHIARI & SYRINGOMYELIA FOUNDATIONEIN 26-1316274Plan #001PY 2025

29 CREST LOOP - STATEN ISLAND, NY 10312718-966-2593

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$337K

+34.3% from 2024

Total participants

0.0% from 2024

Average account balance

$67,441

+34.3% from 2024

Annual return

18.25%

+5.57 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$337K

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

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

+18.25%

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

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

$67,441

$156,398-56.9%

$147,318-54.2%

$138,895-51.4%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

79.9%+20.1pp

Annual return

18.25%

78.75%-60.5pp

70.43%-52.2pp

145.39%-127.1pp

Employer contribution / active EE

$3,465

$4,853-28.6%

$4,593-24.5%

$4,194-17.4%

Participant deferral / active EE

$4,601

$8,237-44.1%

$7,906-41.8%

$6,396-28.1%

Admin fee / account holder

$14,976-100.0%

$13,708-100.0%

$12,562-100.0%

CHIARI & SYRINGOMYELIA FOUNDATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHIARI & SYRINGOMYELIA FOUNDATION 401(K) PROFIT SHARING 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