Retirement plan

ANDREW E. KRUPITSKY, D. O. , P. A. 401(K) PROFIT SHARING PLAN AND TRUST

Name: ANDREW E. KRUPITSKY, D.O., P.A. - ANDREW E. KRUPITSKY, D. O. , P. A. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: ANDREW E. KRUPITSKY, D.O., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDREW E. KRUPITSKY, D. O. , P. A. 401(K) PROFIT SHARING PLAN AND TRUST, ANDREW E. KRUPITSKY, D.O., P.A.

ANDREW E. KRUPITSKY, D.O., P.A.EIN 59-3155943Plan #001PY 2024

249 MAITLAND AVENUE, SUITE 1000 - ALTAMONTE SPRINGS, FL 32701407-332-6366

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

+16.2% from 2023

Total participants

+6.9% from 2023

Average account balance

$102,713

+8.5% from 2023

Annual return

13.89%

-3.07 pp from 2023

Benchmarks

See 109,510 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,510 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.08M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

214.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1997

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 codes2E2H2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$60K

$4279 / participant

Other / not subdivided$60K100.0%

% of EOY assets

1.944%

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

$102,713

$183,627-44.1%

$155,602-34.0%

$145,978-29.6%

Participation rate

92.9%

82.7%+10.2pp

78.2%+14.7pp

80.3%+12.6pp

Annual return

13.89%

61.32%-47.4pp

64.81%-50.9pp

550.52%-536.6pp

Employer contribution / active EE

$1,972

$5,316-62.9%

$4,675-57.8%

$4,662-57.7%

Participant deferral / active EE

$4,343

$6,466-32.8%

$5,629-22.8%

$6,690-35.1%

Admin fee / account holder

$1,997

$19,327-89.7%

$15,923-87.5%

$13,400-85.1%

ANDREW E. KRUPITSKY, D. O. , P. A. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDREW E. KRUPITSKY, D. O. , P. A. 401(K) PROFIT SHARING PLAN AND TRUST

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