Retirement plan

GEORGESVILLE PLAZA, INC. OWNER K 401(K) PROFIT SHARING PLAN

Name: GEORGESVILLE PLAZA, INC. - GEORGESVILLE PLAZA, INC. OWNER K 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: GEORGESVILLE PLAZA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GEORGESVILLE PLAZA, INC. OWNER K 401(K) PROFIT SHARING PLAN, GEORGESVILLE PLAZA, INC.

GEORGESVILLE PLAZA, INC.EIN 31-1577545Plan #001PY 2025

4215 WESTERVILLE ROAD - COLUMBUS, OH 43224614-478-4072

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$396K

+44.3% from 2024

Total participants

0.0% from 2024

Average account balance

$197,894

+44.3% from 2024

Annual return

11.81%

+3.85 pp from 2024

Benchmarks

See 17,510 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,510 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$396K

Not enough data

1 years with asset history on file

Average account balance

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

$198K

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

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+11.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5462

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2G2J2R

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$11K

$5462 / participant

Other / not subdivided$11K100.0%

% of EOY assets

2.760%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$197,894

$189,613+4.4%

$167,512+18.1%

$142,382+39.0%

Participation rate

100.0%

80.1%+19.9pp

77.1%+22.9pp

80.1%+19.9pp

Annual return

11.81%

2024.68%-2012.9pp

1615.79%-1604.0pp

217.08%-205.3pp

Employer contribution / active EE

$50,000

$4,349+1049.7%

$3,882+1188.1%

$4,299+1063.0%

Participant deferral / active EE

$6,981-100.0%

$6,405-100.0%

$6,507-100.0%

Admin fee / account holder

$5,462

$10,528-48.1%

$9,769-44.1%

$12,624-56.7%

GEORGESVILLE PLAZA, INC. OWNER K 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GEORGESVILLE PLAZA, INC. OWNER K 401(K) PROFIT SHARING PLAN

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