Retirement plan

T. GARY FORESTER, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Name: T. GARY FORESTER, D.D.S., INC. - T. GARY FORESTER, D.D.S., INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: T. GARY FORESTER, D.D.S., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, T. GARY FORESTER, D.D.S., INC. 401(K) PROFIT SHARING PLAN, T. GARY FORESTER, D.D.S., INC.

T. GARY FORESTER, D.D.S., INC.EIN 94-2697040Plan #001PY 2025

5151 N. PALM AVE. SUITE 920 - FRESNO, CA 93704559-224-7656

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+25.3% from 2024

Total participants

0.0% from 2024

Average account balance

$112,215

+25.3% from 2024

Annual return

21.13%

+10.01 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

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+21.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2239

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$40K

$2121 / participant

Other / not subdivided$40K100.0%

% of EOY assets

1.995%

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

$112,215

$174,379-35.6%

$152,093-26.2%

$138,895-19.2%

Participation rate

84.2%

81.6%+2.6pp

77.8%+6.4pp

79.9%+4.3pp

Annual return

21.13%

74.86%-53.7pp

66.36%-45.2pp

145.39%-124.3pp

Employer contribution / active EE

$1,953

$4,652-58.0%

$4,175-53.2%

$4,194-53.4%

Participant deferral / active EE

$2,864

$6,159-53.5%

$5,451-47.5%

$6,396-55.2%

Admin fee / account holder

$2,239

$16,880-86.7%

$14,497-84.6%

$12,562-82.2%

T. GARY FORESTER, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

T. GARY FORESTER, D.D.S., INC. 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