Retirement plan

BAYSHORE VETERINARY HOSPITAL, L.L.C. 401(K) PLAN

Name: BAYSHORE VETERINARY HOSPITAL, L.L.C. - BAYSHORE VETERINARY HOSPITAL, L.L.C. 401(K) PLAN (2020) Form 5500
Creator: BAYSHORE VETERINARY HOSPITAL, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAYSHORE VETERINARY HOSPITAL, L.L.C. 401(K) PLAN, BAYSHORE VETERINARY HOSPITAL, L.L.C.

BAYSHORE VETERINARY HOSPITAL, L.L.C.EIN 22-3781661Plan #001PY 2020

2168 HIGHWAY 35 - HOLMDEL, NJ 07733732-671-3110bayshore-vet.comLinkedIn1-10 employeesveterinary

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$814K

+19.7% from 2019

Total participants

+10.5% from 2019

Average account balance

$47,858

+19.7% from 2019

Annual return

12.63%

-2.27 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

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

+11.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$629

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 codes2E2J3B3D3H

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$47,858

$165,361-71.1%

$149,715-68.0%

$158,950-69.9%

Participation rate

71.4%

84.6%-13.1pp

82.5%-11.0pp

82.0%-10.5pp

Annual return

12.63%

348.24%-335.6pp

276.66%-264.0pp

302.91%-290.3pp

Employer contribution / active EE

$1,016

$5,103-80.1%

$4,645-78.1%

$4,762-78.7%

Participant deferral / active EE

$2,429

$7,182-66.2%

$6,842-64.5%

$5,983-59.4%

Admin fee / account holder

$10,808-100.0%

$9,310-100.0%

$11,248-100.0%

BAYSHORE VETERINARY HOSPITAL, L.L.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BAYSHORE VETERINARY HOSPITAL, L.L.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion