Retirement plan

HALLMARQ VETERINARY IMAGING 401 K PROFIT SHARING PLAN TRUST

Name: HALLMARQ VETERINARY IMAGING - HALLMARQ VETERINARY IMAGING 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: HALLMARQ VETERINARY IMAGING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HALLMARQ VETERINARY IMAGING 401 K PROFIT SHARING PLAN TRUST, HALLMARQ VETERINARY IMAGING

HALLMARQ VETERINARY IMAGINGEIN 05-0576182Plan #001PY 2015

20 MAIN ST STE 201A - ACTON, MA 017203575978-266-1201

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$284K

No prior year

Total participants

No prior year

Average account balance

$40,553

No prior year

Annual return

1.53%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$846K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$60K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$7733

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,553

$127,387-68.2%

$115,038-64.7%

$125,389-67.7%

Participation rate

71.4%

84.2%-12.7pp

81.4%-9.9pp

83.2%-11.8pp

Annual return

1.53%

31.28%-29.7pp

26.14%-24.6pp

282.24%-280.7pp

Employer contribution / active EE

$1,471

$5,166-71.5%

$4,608-68.1%

$4,866-69.8%

Participant deferral / active EE

$7,163

$6,423+11.5%

$6,026+18.9%

$5,352+33.8%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

HALLMARQ VETERINARY IMAGING 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HALLMARQ VETERINARY IMAGING 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion