Plan Snapshot
- Plan Sponsor: Gut, P.C.
- Sponsor EIN: 202904686
- Sponsor Address: 480 HONEYSUCKLE ROAD, DOTHAN, AL, 36305
- Plan Type: DC
- Total Participants: 139
- Total Assets: $25.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 139 | $25.8M | $1.2M | $873,423 |
| 2023 | 126 | $21.2M | $1.1M | $733,243 |
| 2022 | 111 | $16.5M | $979,867 | $609,409 |
| 2020 | 114 | $15.5M | $651,286 | $393,782 |
| 2019 | 102 | $15.8M | $618,434 | $336,237 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BARBACANE, THORNTON & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $88,978 | — | — | — | — |
| 2023 | $72,956 | — | — | — | — |
| 2022 | $69,803 | $69,803 | — | — | — |
| 2020 | — | — | — | — | — |
| 2019 | — | — | — | — | — |