Retirement plan

RICHARD CARVER, CRNA, PC 401(K) PROFIT SHARING PLAN

Name: RICHARD CARVER, CRNA, P.C. - RICHARD CARVER, CRNA, PC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: RICHARD CARVER, CRNA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICHARD CARVER, CRNA, PC 401(K) PROFIT SHARING PLAN, RICHARD CARVER, CRNA, P.C.

RICHARD CARVER, CRNA, P.C.EIN 74-3115351Plan #001PY 2025

444 SCOTTS DRIVE - EVANSTON, WY 82930307-679-8894

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

+16.0% from 2024

Total participants

0.0% from 2024

Average account balance

No prior year

Annual return

11.92%

-2.47 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.20M

Not enough data

1 years with asset history on file

Average account balance

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

$2.2M

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$78K

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

+11.92%

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 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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$21K

$20547 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.934%

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

$174,379-100.0%

$152,093-100.0%

$138,895-100.0%

Participation rate

0.0%

81.6%-81.6pp

77.8%-77.8pp

79.9%-79.9pp

Annual return

11.92%

74.86%-62.9pp

66.36%-54.4pp

145.39%-133.5pp

Employer contribution / active EE

$46,500

$4,652+899.6%

$4,175+1013.9%

$4,194+1008.7%

Participant deferral / active EE

$31,000

$6,159+403.3%

$5,451+468.7%

$6,396+384.7%

Admin fee / account holder

$16,880-100.0%

$14,497-100.0%

$12,562-100.0%

RICHARD CARVER, CRNA, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RICHARD CARVER, CRNA, PC 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