Retirement plan

DR. PETER C. BREWER 401(K) PROFIT SHARING PLAN

Name: DR. PETER C. BREWER - DR. PETER C. BREWER 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: DR. PETER C. BREWER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. PETER C. BREWER 401(K) PROFIT SHARING PLAN, DR. PETER C. BREWER

DR. PETER C. BREWEREIN 47-3949450Plan #002PY 2023

12 WHITE ASH DRIVE - ASHEVILLE, NC 28803513-509-2732

Other plans on this EIN

1 filing

#001Retirement-$2.9M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$514K

No prior year

Total participants

No prior year

Average account balance

$256,999

No prior year

Annual return

16.21%

No prior year

Benchmarks

See 7,486 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,486 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$759K

Not enough data

1 years with asset history on file

Average account balance

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

$253K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+14.30%

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$256,999

$69,248+271.1%

$64,101+300.9%

$139,466+84.3%

Participation rate

100.0%

75.6%+24.4pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

16.21%

45.95%-29.7pp

33.72%-17.5pp

373.66%-357.5pp

Employer contribution / active EE

$18,000

$3,185+465.2%

$2,749+554.9%

$4,754+278.6%

Participant deferral / active EE

$30,000

$4,682+540.7%

$3,881+673.0%

$6,712+347.0%

Admin fee / account holder

$4,247-100.0%

$3,070-100.0%

$11,409-100.0%

DR. PETER C. BREWER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DR. PETER C. BREWER 401(K) PROFIT SHARING PLAN

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