Retirement plan

GT PLASTIC AND RECONSTRUCTIVE SURGERY, S.C. 401(K) PROFIT-SHARING PLAN AND TRUST

Name: GT PLASTIC AND RECONSTRUCTIVE - GT PLASTIC AND RECONSTRUCTIVE SURGERY, S.C. 401(K) PROFIT-SHARING PLAN AND TRUST (2022) Form 5500
Creator: GT PLASTIC AND RECONSTRUCTIVE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GT PLASTIC AND RECONSTRUCTIVE SURGERY, S.C. 401(K) PROFIT-SHARING PLAN AND TRUST, GT PLASTIC AND RECONSTRUCTIVE

GT PLASTIC AND RECONSTRUCTIVEEIN 36-4252235Plan #003PY 2022

P O BOX 410 - BARRINGTON, IL 60011847-842-0863

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

-6.9% from 2020

Total participants

-20.0% from 2020

Average account balance

$373,320

+16.4% from 2020

Annual return

-11.29%

-11.17 pp from 2020

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$387K

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

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+13.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15003

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$29K

$7299 / participant

Other / not subdivided$29K100.0%

% of EOY assets

1.955%

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

$373,320

$167,353+123.1%

$143,797+159.6%

$134,545+177.5%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-11.29%

0.48%-11.8pp

-0.04%-11.3pp

418.37%-429.7pp

Employer contribution / active EE

$2,230

$5,620-60.3%

$4,952-55.0%

$4,742-53.0%

Participant deferral / active EE

$16,013

$6,447+148.4%

$5,638+184.0%

$6,401+150.1%

Admin fee / account holder

$7,299

$18,096-59.7%

$14,679-50.3%

$11,431-36.1%

GT PLASTIC AND RECONSTRUCTIVE SURGERY, S.C. 401(K) PROFIT-SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GT PLASTIC AND RECONSTRUCTIVE SURGERY, S.C. 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