Plan Ledger DOL Form 5500 · updated monthly

Gilbert, Barbee, Moore & McIlvoy, P.S.C.401(k)

GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN · BOWLING GREEN, KY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Gilbert, Barbee, Moore & McIlvoy, P.S.C. reported $139,404 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $5,055 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 0.09% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 47th-largest of 871 plans among Kentucky employers on file, and the 672nd of 11,911 in health care & social assistance. In 2024, the employer put in $1.39 for every $1.00 employees contributed themselves; active participation has grown from 918 to 1,273 since 2022.

Plan summary
Net assets, end of year$187,183,451
Participants with balances1,573
Active participants1,273
Employer contributions$6,435,130
Employee contributions$4,632,209
Employer contribution per active participant$5,055
Average account balance$118,998
Benefits paid to participants$17,367,742
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$187.2M · 1,573 accts · $6.4M emplr
2023$170.6M · 1,177 accts · $6.4M emplr
2022$147.1M · 1,198 accts · $6.0M emplr
The Gilbert, Barbee, Moore & McIlvoy, P.S.C. 401(k) match · 2024
Employer contribution per active participant$5,055
Median for plans this size$3,635
2024$5,055 per active participant
2023$6,802 per active participant
2022$6,523 per active participant

Gilbert, Barbee, Moore & McIlvoy, P.S.C.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$124,971
CARR RIGGS & INGRAM · Accounting / audit$12,500
VALERIE T MAYER · Legal$1,934

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$139,404 · 0.08%
2023$120,280 · 0.08%
2022$147,414 · 0.09%
All plans at this employer2
GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN401(k)
GRAVES-GILBERT CLINIC SUPPLEMENTAL PROFIT SHARING PLANProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Owensboro Health, Inc. KY$246.0M · 0.13%
Ephraim McDowell Health KY$202.6M · 0.22%
Atria Senior Living, Inc. KY$167.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610700826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.