Plan Ledger DOL Form 5500 · updated monthly

Sunil Gupta, M.D., L.L.C.401(k)

SUNIL GUPTA, M.D., L.L.C. PROFIT SHARING PLAN · PENSACOLA, FL · plan year 2023

Reported admin expense ratio · 2023
0.33%

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

Sunil Gupta, M.D., L.L.C. reported $32,660 in plan administrative expenses for 2023: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,754 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 has held roughly steady near 0.329%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,714th-largest of 3,644 plans among Florida employers on file, and the 5,505th of 11,911 in health care & social assistance. In 2023, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,695,218
Participants with balances64
Active participants73
Employer contributions$128,030
Employee contributions$252,228
Employer contribution per active participant$1,754
Average account balance$167,113
Benefits paid to participants$213,629
Plan auditUnmodified (clean) audit opinion
AuditorSALTMARSH, CLEVELAND, & GUND
Plan history2
Yearassets · accounts · employer contribution
2023$10.7M · 64 accts · $128K emplr
2022$9.1M · 63 accts · $62K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,795
Investment management$9,546
Total administrative$32,660
The Sunil Gupta, M.D., L.L.C. 401(k) match · 2023
Employer contribution per active participant$1,754
Median for plans this size$1,308
2023$1,754 per active participant
2022$1,068 per active participant

Sunil Gupta, M.D., L.L.C.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$23,860
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$8,781

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

Administrative cost history2
2023$32,660 · 0.33%
2022$32,887 · 0.33%
Similar plansHealth Care & Social Assistance · Florida
Galen Newco FL$10.8M · 1.18%
Florida Eye Clinic, P.A. FL$10.7M · 0.31%
McR Health, Inc. FL$10.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593482386 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.