Department of Labor filing

GREAT LAKES PHYSICIAN, P.C.

GREAT LAKES PHYSICIAN, P.C. 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

76filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$12,699

Reported employer contributions per active participant.

Higher than about 94% of comparable plans

#People in the filing

169

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$218 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 33% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202476out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions94th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense33rd percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, GREAT LAKES PHYSICIAN, P.C. reported $2,146,136 in employer contributions across the plan and 169 active participants. That works out to $12,699 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 23.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 32.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context76/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,146,136
Participant contributions: $1,656,417
Other contributions: $27,635
Employer share of reported contributions: 56.4%
Beginning assets: $42,962,061
Ending assets: $47,920,078
Ending net assets: $47,920,078
Ending liabilities: $0
Total income: $9,238,307
Total expenses: $4,279,310
Administrative expenses: $57,156
Participant loans: $166,629

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$10,246

2023

$11,378

2024

$12,699

Plan-paid administrative expenses per participant

2022

$325

2023

$249

2024

$218

Active participants

2022

163

2023

170

2024

169

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$12,699	169	47.9M	20251015104039NAL0002259955001
2023	$11,378	170	43M	20241011155506NAL0022271345001
2022	$10,246	163	34.9M	20231012122812NAL0020330323001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 474319886-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1993
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2S2T3B3D3H2R

Current plan terms

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Filing ACK_ID20251015104039NAL0002259955001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗