Plan Ledger DOL Form 5500 · updated monthly

Gessler Clinic P.A.401(k)

PROFIT SHARING PLAN FOR EMPLOYEES OF GESSLER CLINIC, P.A. · WINTER HAVEN, FL · plan year 2022

Reported admin expense ratio · 2022
0.01%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Gessler Clinic P.A. reported $3,619 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,678 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.01% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 467th-largest of 3,644 plans among Florida employers on file, and the 1,603rd of 11,911 in health care & social assistance. In 2022, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$60,373,883
Participants with balances308
Active participants229
Employer contributions$842,301
Employee contributions$1,213,370
Employer contribution per active participant$3,678
Average account balance$196,019
Benefits paid to participants$2,450,173
Plan auditUnmodified (clean) audit opinion
AuditorSCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Plan history3
Yearassets · accounts · employer contribution
2024$750 · 1 accts
2023$49.3M · 284 accts · $792K emplr
2022$60.4M · 308 accts · $842K emplr
The Gessler Clinic P.A. 401(k) match · 2022
Employer contribution per active participant$3,678
Median for plans this size$3,449

Gessler Clinic P.A.'s 2022 employer contribution ran above the $3,449 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$688 · 0.00%
2023$4,306 · 0.01%
2022$3,619 · 0.01%
Similar plansHealth Care & Social Assistance · Florida
Rti Surgical, Inc. FL$61.5M · 0.25%
Flagler Hospital, Inc. FL$61.4M · 0.19%
Mdvip, LLC FL$58.9M · 0.14%
Cancer Specialists, LLC FL$57.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591407610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.