Charleston Gastroenterology Specialists 401(k) match, vesting and fees
What Charleston Gastroenterology Specialists' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | My Benefits, LLC | Schedule C ↗ |
| Independent auditor | Melissa G. Critcher, Cpa, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Charleston Gastroenterology Specialists: employer contribution per participant | $4,313 | |
| Peer median | $1,468 |
| Charleston Gastroenterology Specialists: average balance | $74,083 | |
| Peer median | $37,786 |
| Charleston Gastroenterology Specialists: admin expenses ÷ assets | 0.93% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $18.8M at the end of plan year 2021 to $21.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 295 | $21.6M | $1.3M | $4,313 | 0.93% | Not published | Form 5500 ↗ |
| 2023 | 276 | $18.9M | $1.1M | $4,010 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 253 | $17.3M | $1.1M | $4,482 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 238 | $18.8M | $805K | $3,709 | <0.01% | Not published | Form 5500 ↗ |
Other Charleston Gastroenterology Specialists plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Charleston Gastro. Specialists, P.A. Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Charleston Gastroenterology Specialists match 401(k) contributions?
The match terms for the Charleston Gastro Specialists, P.A. Profit Sharing 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $4,313 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Charleston Gastroenterology Specialists 401(k) match vested?
The vesting schedule for the Charleston Gastro Specialists, P.A. Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Charleston Gastroenterology Specialists 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is My Benefits, LLC. The plan administrator is Charleston Gastroenterology Specialists, P.A..
I left Charleston Gastroenterology Specialists. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Charleston Gastroenterology Specialists, P.A., (843) 722-8000) or the recordkeeper, My Benefits, LLC. The Charleston Gastroenterology Specialists old 401(k) page lists the contacts from every plan filing. Find an old Charleston Gastroenterology Specialists 401(k)
Data from the public Form 5500 annual reports Charleston Gastroenterology Specialists filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Charleston Gastroenterology Specialists. Not financial advice. Report a correction · Methodology