Retirement plan

ALL KINDS VETERINARY HOSPITAL, INC. 401(K) SAVING PLAN

Name: ALL KINDS VETERINARY, INC. - ALL KINDS VETERINARY HOSPITAL, INC. 401(K) SAVING PLAN (2015) Form 5500
Creator: ALL KINDS VETERINARY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL KINDS VETERINARY HOSPITAL, INC. 401(K) SAVING PLAN, ALL KINDS VETERINARY, INC.

ALL KINDS VETERINARY, INC.EIN 20-2227788Plan #001PY 2015

20865 CALLAWAY VILLAGE WAY, #14 - CALLAWAY, MD 20620301-949-9919LinkedIn1-10 employeesresearch

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$349K

No prior year

Total participants

No prior year

Average account balance

$29,074

No prior year

Annual return

0.35%

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

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$166

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$115 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.461%

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

$29,074

$127,387-77.2%

$115,038-74.7%

$125,389-76.8%

Participation rate

71.4%

84.2%-12.7pp

81.4%-9.9pp

83.2%-11.8pp

Annual return

0.35%

31.28%-30.9pp

26.14%-25.8pp

282.24%-281.9pp

Employer contribution / active EE

$1,218

$5,166-76.4%

$4,608-73.6%

$4,866-75.0%

Participant deferral / active EE

$3,320

$6,423-48.3%

$6,026-44.9%

$5,352-38.0%

Admin fee / account holder

$134

$9,516-98.6%

$8,175-98.4%

$9,541-98.6%

ALL KINDS VETERINARY HOSPITAL, INC. 401(K) SAVING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL KINDS VETERINARY HOSPITAL, INC. 401(K) SAVING 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