Retirement plan

WEST OAKS ANIMAL HOSPITAL 401K PLAN

Name: WEST OAKS ANIMAL HOSPITAL - WEST OAKS ANIMAL HOSPITAL 401K PLAN (2022) Form 5500
Creator: WEST OAKS ANIMAL HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEST OAKS ANIMAL HOSPITAL 401K PLAN, WEST OAKS ANIMAL HOSPITAL

WEST OAKS ANIMAL HOSPITALEIN 06-1738830Plan #001PY 2022

1421 2ND AVE SW - MINOT, ND 58701701-839-7297

Other plans on this EIN

1 filing

#002Retirement-$493K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$132K

+75.7% from 2021

Total participants

0.0% from 2021

Average account balance

$16,525

+75.7% from 2021

Annual return

-26.79%

-26.79 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$486K

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

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

+13.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4416

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 codes2G2J3D

Plan features

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$230 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.394%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$16,525

$138,102-88.0%

$125,381-86.8%

$134,532-87.7%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-26.79%

750.73%-777.5pp

572.31%-599.1pp

418.27%-445.1pp

Employer contribution / active EE

$2,390

$5,245-54.4%

$4,815-50.4%

$4,741-49.6%

Participant deferral / active EE

$7,248

$7,801-7.1%

$7,448-2.7%

$6,401+13.2%

Admin fee / account holder

$230

$11,568-98.0%

$10,007-97.7%

$11,429-98.0%

WEST OAKS ANIMAL HOSPITAL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEST OAKS ANIMAL HOSPITAL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion