Gem City Bone & Joint 401(k) match, vesting and fees
What Gem City Bone & Joint's 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 | Nationwide Management Advisors, LLC | Schedule C ↗ |
| Independent auditor | Soukup Bush & Associates, Cpas, P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Gem City Bone & Joint: employer contribution per participant | $1,760 | |
| Peer median | $1,468 |
| Gem City Bone & Joint: average balance | $66,899 | |
| Peer median | $37,786 |
| Gem City Bone & Joint: admin expenses ÷ assets | 0.49% | |
| 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 $17.7M at the end of plan year 2021 to $18.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 274 | $18.3M | $482K | $1,760 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 241 | $16.3M | $449K | $1,863 | 0.54% | Not published | Form 5500 ↗ |
| 2022 | 210 | $14M | $404K | $1,934 | 0.66% | Not published | Form 5500 ↗ |
| 2021 | 174 | $17.7M | $377K | $2,169 | 0.63% | Not published | Form 5500 ↗ |
Other Gem City Bone & Joint plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Gem City Bone & Joint, P.C. Pension 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.
| Independent auditor | Soukup Bush & Associates (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Gem City Bone & Joint match 401(k) contributions?
The match terms for the Gem City Bone & Joint, P.C. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $482K in employer contributions, about $1,760 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Gem City Bone & Joint 401(k) match vested?
The vesting schedule for the Gem City Bone & Joint, P.C. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Gem City Bone & Joint 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide Management Advisors, LLC. The plan administrator is Gem City Bone & Joint, P.C..
I left Gem City Bone & Joint. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Gem City Bone & Joint, P.C., (307) 745-1423) or the recordkeeper, Nationwide Management Advisors, LLC. The Gem City Bone & Joint old 401(k) page lists the contacts from every plan filing. Find an old Gem City Bone & Joint 401(k)
Data from the public Form 5500 annual reports Gem City Bone & Joint 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 Gem City Bone & Joint. Not financial advice. Report a correction · Methodology