Retirement plan

ROBERT MARC TYSZKO 401(K) PROFIT SHARING PLAN AND TRUST

Name: ROBERT MARC TYSZKO - ROBERT MARC TYSZKO 401(K) PROFIT SHARING PLAN AND TRUST (2023) Form 5500
Creator: ROBERT MARC TYSZKO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBERT MARC TYSZKO 401(K) PROFIT SHARING PLAN AND TRUST, ROBERT MARC TYSZKO

ROBERT MARC TYSZKOEIN 27-0293159Plan #001PY 2023

15 MOSSWOOD CIRCLE - AMHERST, NH 03031603-554-6722

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$573K

+44.3% from 2022

Total participants

-9.1% from 2022

Average account balance

$63,645

-3.8% from 2022

Annual return

22.17%

+39.63 pp from 2022

Benchmarks

See 108,094 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,094 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1070

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 codes2E2F2J2T3B3D

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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$135

$19 / participant

Other / not subdivided$135100.0%

% of EOY assets

0.024%

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

$63,645

$175,212-63.7%

$149,682-57.5%

$139,427-54.4%

Participation rate

85.7%

83.4%+2.3pp

78.8%+6.9pp

80.3%+5.4pp

Annual return

22.17%

166.63%-144.5pp

134.35%-112.2pp

373.27%-351.1pp

Employer contribution / active EE

$2,760

$5,475-49.6%

$4,818-42.7%

$4,752-41.9%

Participant deferral / active EE

$9,794

$6,520+50.2%

$5,681+72.4%

$6,711+45.9%

Admin fee / account holder

$15

$16,150-99.9%

$13,210-99.9%

$11,404-99.9%

ROBERT MARC TYSZKO 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBERT MARC TYSZKO 401(K) PROFIT SHARING PLAN AND TRUST

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