Retirement plan

FUSI AND CRAIG PLASTIC SURGERY, P. A. 401(K) PROFIT SHARING PLAN

Name: FUSI AND CRAIG PLASTIC SURGERY, P.A - FUSI AND CRAIG PLASTIC SURGERY, P. A. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: FUSI AND CRAIG PLASTIC SURGERY, P.A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FUSI AND CRAIG PLASTIC SURGERY, P. A. 401(K) PROFIT SHARING PLAN, FUSI AND CRAIG PLASTIC SURGERY, P.A

FUSI AND CRAIG PLASTIC SURGERY, P.AEIN 47-5423547Plan #001PY 2024

5 DURHAM ROAD - GUILFORD, CT 06437407-599-5900craigplasticsurgery.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+22.0% from 2023

Total participants

0.0% from 2023

Average account balance

$716,401

+22.0% from 2023

Annual return

16.55%

+8.33 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.58M

Not enough data

1 years with asset history on file

Average account balance

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

$716K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$160K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+16.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$287

$72 / participant

Other / not subdivided$287100.0%

% of EOY assets

0.008%

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

$716,401

$183,592+290.2%

$155,574+360.5%

$145,877+391.1%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

16.55%

61.37%-44.8pp

64.87%-48.3pp

551.28%-534.7pp

Employer contribution / active EE

$26,746

$5,317+403.1%

$4,676+472.0%

$4,663+473.6%

Participant deferral / active EE

$13,375

$6,466+106.9%

$5,629+137.6%

$6,691+99.9%

Admin fee / account holder

$57

$19,316-99.7%

$15,914-99.6%

$13,402-99.6%

FUSI AND CRAIG PLASTIC SURGERY, P. A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FUSI AND CRAIG PLASTIC SURGERY, P. A. 401(K) 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