Retirement plan

D'HUYVETTER & SWICHKOW, P.C. PROFIT SHARING PLAN

Name: D'HUYVETTER & SWICHKOW, P.C. - D'HUYVETTER & SWICHKOW, P.C. PROFIT SHARING PLAN (2024) Form 5500
Creator: D'HUYVETTER & SWICHKOW, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D'HUYVETTER & SWICHKOW, P.C. PROFIT SHARING PLAN, D'HUYVETTER & SWICHKOW, P.C.

D'HUYVETTER & SWICHKOW, P.C.EIN 58-1412366Plan #001PY 2024

519 JOHNSON FERRY ROAD, BUILDING A, SUITE 100 - MARIETTA, GA 30068404-231-3500LinkedIn1-10 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+26.4% from 2023

Total participants

0.0% from 2023

Average account balance

$213,994

+26.4% from 2023

Annual return

13.76%

+7.09 pp from 2023

Benchmarks

See 143,710 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.65M

Not enough data

1 years with asset history on file

Average account balance

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

$275K

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

$131K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+18.35%

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 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

0 tripped

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

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

$213,994

$160,040+33.7%

$147,096+45.5%

$145,877+46.7%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

13.76%

98.49%-84.7pp

419.75%-406.0pp

551.28%-537.5pp

Employer contribution / active EE

$9,167

$5,289+73.3%

$4,936+85.7%

$4,663+96.6%

Participant deferral / active EE

$12,259

$8,429+45.4%

$8,071+51.9%

$6,691+83.2%

Admin fee / account holder

$15,050-100.0%

$13,005-100.0%

$13,402-100.0%

D'HUYVETTER & SWICHKOW, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

D'HUYVETTER & SWICHKOW, P.C. 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