Retirement plan

PLEASANT VALLEY VETERINARY SERVICES 401(K) PROFIT SHARING PLAN AND TRUST

Name: PLEASANT VALLEY VETERINARY SERVICES - PLEASANT VALLEY VETERINARY SERVICES 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: PLEASANT VALLEY VETERINARY SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLEASANT VALLEY VETERINARY SERVICES 401(K) PROFIT SHARING PLAN AND TRUST, PLEASANT VALLEY VETERINARY SERVICES

PLEASANT VALLEY VETERINARY SERVICESEIN 16-1643792Plan #001PY 2025

32 PLEASANT VALLEY ROAD - WASHINGTON, NJ 07882908-689-0773LinkedIn11-50 employeesmedical practice

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$407K

+29.4% from 2024

Total participants

+6.7% from 2024

Average account balance

$33,948

+29.4% from 2024

Annual return

19.64%

+4.27 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$407K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+19.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$126

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 codes2E2F2J2T3D

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).
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$168 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.372%

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

$33,948

$185,312-81.7%

$161,489-79.0%

$154,746-78.1%

Participation rate

55.6%

82.5%-26.9pp

78.7%-23.1pp

80.7%-25.1pp

Annual return

19.64%

103.84%-84.2pp

89.72%-70.1pp

172.34%-152.7pp

Employer contribution / active EE

$1,433

$4,769-70.0%

$4,268-66.4%

$4,379-67.3%

Participant deferral / active EE

$2,144

$6,350-66.2%

$5,630-61.9%

$6,730-68.1%

Admin fee / account holder

$126

$18,654-99.3%

$16,006-99.2%

$14,365-99.1%

PLEASANT VALLEY VETERINARY SERVICES 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLEASANT VALLEY VETERINARY SERVICES 401(K) PROFIT SHARING PLAN AND TRUST

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