Retirement plan

VEIN CARE CENTER 401(K) PROFIT SHARING PLAN

Name: VEIN CARE CENTER - VEIN CARE CENTER 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: VEIN CARE CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VEIN CARE CENTER 401(K) PROFIT SHARING PLAN, VEIN CARE CENTER

VEIN CARE CENTEREIN 20-1826044Plan #001PY 2017

531 S. EASTOWN ROAD - LIMA, OH 45805419-227-4472

Other plans on this EIN

1 filing

#002Retirement-$421K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$637K

+110.4% from 2016

Total participants

+8.3% from 2016

Average account balance

$53,096

+110.4% from 2016

Annual return

91.72%

+82.22 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.74M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+122.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$140280

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 codes2E2F2J3D

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.
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).

Expense breakdown

Schedule H Part II

Admin total

$3K

$241 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.416%

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

$53,096

$198,457-73.2%

$170,435-68.8%

$147,586-64.0%

Participation rate

90.9%

88.0%+2.9pp

83.6%+7.3pp

82.8%+8.1pp

Annual return

91.72%

257.30%-165.6pp

205.94%-114.2pp

578.59%-486.9pp

Employer contribution / active EE

$2,279

$6,183-63.1%

$5,432-58.0%

$4,876-53.3%

Participant deferral / active EE

$2,866

$5,629-49.1%

$4,939-42.0%

$5,439-47.3%

Admin fee / account holder

$221

$16,852-98.7%

$13,881-98.4%

$10,886-98.0%

VEIN CARE CENTER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VEIN CARE CENTER 401(K) PROFIT SHARING 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