Retirement plan

CHAS. G. KURRUS III, P.C. 401(K) AND PROFIT SHARING PLAN

Name: CHAS. G. KURRUS, III, P.C. - CHAS. G. KURRUS III, P.C. 401(K) AND PROFIT SHARING PLAN (2025) Form 5500
Creator: CHAS. G. KURRUS, III, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAS. G. KURRUS III, P.C. 401(K) AND PROFIT SHARING PLAN, CHAS. G. KURRUS, III, P.C.

CHAS. G. KURRUS, III, P.C.EIN 37-1096563Plan #001PY 2025

1773 FRANK SCOTT PARKWAY WEST - BELLEVILLE, IL 62223618-235-2100

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$372K

+43.6% from 2024

Total participants

+10.0% from 2024

Average account balance

$33,838

+30.6% from 2024

Annual return

19.64%

+18.06 pp from 2024

Benchmarks

See 54,432 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort54,432 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$372K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+19.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 codes2E2J2T

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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$212

$24 / participant

Other / not subdivided$212100.0%

% of EOY assets

0.057%

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

$33,838

$72,071-53.0%

$68,368-50.5%

$137,256-75.3%

Participation rate

100.0%

76.2%+23.8pp

73.8%+26.2pp

80.0%+20.0pp

Annual return

19.64%

353.14%-333.5pp

292.57%-272.9pp

220.34%-200.7pp

Employer contribution / active EE

$2,810

$2,788+0.8%

$2,649+6.1%

$4,156-32.4%

Participant deferral / active EE

$4,116

$4,410-6.7%

$4,123-0.2%

$6,407-35.8%

Admin fee / account holder

$19

$5,336-99.6%

$5,150-99.6%

$12,270-99.8%

CHAS. G. KURRUS III, P.C. 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAS. G. KURRUS III, P.C. 401(K) AND 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