Retirement plan

CHAS. G. KURRUS, III, P.C. PROFIT SHARING PLAN

Name: CHAS. G. KURRUS, III, P.C. - CHAS. G. KURRUS, III, P.C. PROFIT SHARING PLAN (2023) 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. PROFIT SHARING PLAN, CHAS. G. KURRUS, III, P.C.

CHAS. G. KURRUS, III, P.C.EIN 37-1096563Plan #001PY 2023

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+22.7% from 2022

Total participants

0.0% from 2022

Average account balance

$201,005

+22.7% from 2022

Annual return

25.68%

+29.63 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$259K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+1.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$203986

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing 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

$117K

$10664 / participant

Other / not subdivided$117K100.0%

% of EOY assets

5.305%

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

$201,005

$96,691+107.9%

$86,656+132.0%

$139,487+44.1%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

25.68%

106.87%-81.2pp

593.09%-567.4pp

373.84%-348.2pp

Employer contribution / active EE

$4,545

$3,267+39.1%

$3,025+50.2%

$4,755-4.4%

Participant deferral / active EE

$4,838-100.0%

$4,439-100.0%

$6,713-100.0%

Admin fee / account holder

$10,664

$6,414+66.2%

$5,619+89.8%

$11,407-6.5%

CHAS. G. KURRUS, III, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAS. G. KURRUS, III, P.C. 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