Retirement plan

GAHMS II PHARMACY 401K PSP

Name: TROY GAHM - GAHMS II PHARMACY 401K PSP (2024) Form 5500
Creator: TROY GAHM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GAHMS II PHARMACY 401K PSP, TROY GAHM

TROY GAHMEIN 31-1727344Plan #001PY 2024

50 CENTER ST - LUCASVILLE, OH 456487826740-876-9166

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

+17.5% from 2023

Total participants

0.0% from 2023

Average account balance

$267,614

+17.5% from 2023

Annual return

12.98%

-3.60 pp from 2023

Benchmarks

See 22,347 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,347 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.87M

Not enough data

1 years with asset history on file

Average account balance

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

$268K

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

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.98%

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 codes2E2J

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.

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

$267,614

$111,787+139.4%

$93,681+185.7%

$145,978+83.3%

Participation rate

100.0%

74.2%+25.8pp

68.7%+31.3pp

80.3%+19.7pp

Annual return

12.98%

203.52%-190.5pp

133.47%-120.5pp

550.52%-537.5pp

Employer contribution / active EE

$3,231

$3,093+4.4%

$2,422+33.4%

$4,662-30.7%

Participant deferral / active EE

$7,182

$4,918+46.0%

$4,415+62.7%

$6,690+7.4%

Admin fee / account holder

$10,256-100.0%

$8,290-100.0%

$13,400-100.0%

GAHMS II PHARMACY 401K PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GAHMS II PHARMACY 401K PSP

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