Retirement plan

GAVIN L. CRISER, D.D.S., M.S., P.A. PROFIT SHARING PLAN

Name: GAVIN L. CRISER, D.D.S., M.S., P.A. - GAVIN L. CRISER, D.D.S., M.S., P.A. PROFIT SHARING PLAN (2023) Form 5500
Creator: GAVIN L. CRISER, D.D.S., M.S., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GAVIN L. CRISER, D.D.S., M.S., P.A. PROFIT SHARING PLAN, GAVIN L. CRISER, D.D.S., M.S., P.A.

GAVIN L. CRISER, D.D.S., M.S., P.A.EIN 27-3038548Plan #001PY 2023

220 CHEROKEE RD., SUITE B - FLORENCE, SC 295015225843-662-3336LinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+26.8% from 2022

Total participants

0.0% from 2022

Average account balance

$329,507

+26.8% from 2022

Annual return

19.83%

+35.16 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.05M

Not enough data

1 years with asset history on file

Average account balance

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

$513K

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

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+19.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$501

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

1 tripped

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

$329,507

$175,257+88.0%

$149,717+120.1%

$139,456+136.3%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

19.83%

166.70%-146.9pp

134.41%-114.6pp

373.45%-353.6pp

Employer contribution / active EE

$6,210

$5,477+13.4%

$4,820+28.8%

$4,753+30.7%

Participant deferral / active EE

$11,987

$6,521+83.8%

$5,682+111.0%

$6,711+78.6%

Admin fee / account holder

$16,156-100.0%

$13,213-100.0%

$11,407-100.0%

GAVIN L. CRISER, D.D.S., M.S., P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GAVIN L. CRISER, D.D.S., M.S., P.A. 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