Retirement plan

VET LOGIC INC 401(K) PLAN

Name: ANDY BORROWMAN - VET LOGIC INC 401(K) PLAN (2015) Form 5500
Creator: ANDY BORROWMAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VET LOGIC INC 401(K) PLAN, ANDY BORROWMAN

ANDY BORROWMANdba VET LOGIC, INCEIN 20-3046330Plan #001PY 2015

600 FAIR LN - NAMPA, ID 836868890208-342-5905thedairyvet.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$362K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-1.98%

No prior year

Benchmarks

See 3,850 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,850 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.11M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+17.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1069

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$1256 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.694%

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

$106,115-100.0%

$85,969-100.0%

$125,388-100.0%

Participation rate

0.0%

84.1%-84.1pp

76.5%-76.5pp

83.2%-83.2pp

Annual return

-1.98%

13.93%-15.9pp

9.32%-11.3pp

282.24%-284.2pp

Employer contribution / active EE

$12,600

$4,537+177.7%

$3,474+262.6%

$4,866+158.9%

Participant deferral / active EE

$10,800

$4,859+122.2%

$3,829+182.0%

$5,352+101.8%

Admin fee / account holder

$8,144-100.0%

$6,053-100.0%

$9,541-100.0%

VET LOGIC INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VET LOGIC INC 401(K) 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