Retirement plan

EQGHMC PC RETIREMENT PLAN

Name: ELMHURST QUEENS GASTROENTEROLOGY AND HEPATOLOGY MEDICAL CONSULTANT P.C - EQGHMC PC RETIREMENT PLAN (2025) Form 5500
Creator: ELMHURST QUEENS GASTROENTEROLOGY AND HEPATOLOGY MEDICAL CONSULTANT P.C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EQGHMC PC RETIREMENT PLAN, ELMHURST QUEENS GASTROENTEROLOGY AND HEPATOLOGY MEDICAL CONSULTANT P.C

ELMHURST QUEENS GASTROENTEROLOGY AND HEPATOLOGY MEDICAL CONSULTANT P.CEIN 46-4885763Plan #001PY 2025

87-08 JUSTICE AVE., UNIT 1K - ELMHURST, NY 11373646-286-6921LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$4.3M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+134.4% from 2024

Total participants

-8.3% from 2024

Average account balance

$145,698

+157.8% from 2024

Annual return

102.46%

+118.62 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+102.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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 codes2E2J3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$228 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.094%

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

$145,698

$172,111-15.3%

$150,298-3.1%

$137,256+6.2%

Participation rate

83.3%

81.7%+1.6pp

77.8%+5.6pp

80.0%+3.4pp

Annual return

102.46%

69.37%+33.1pp

62.79%+39.7pp

220.34%-117.9pp

Employer contribution / active EE

$19,033

$4,636+310.5%

$4,154+358.2%

$4,156+358.0%

Participant deferral / active EE

$14,250

$6,166+131.1%

$5,453+161.3%

$6,407+122.4%

Admin fee / account holder

$137

$16,471-99.2%

$14,116-99.0%

$12,270-98.9%

EQGHMC PC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EQGHMC PC RETIREMENT 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