Retirement plan

VISTA HEALTH PRODUCTS, LLC 401(K) PROFIT SHARING PLAN

Name: VISTA HEALTH PRODUCTS, LLC - VISTA HEALTH PRODUCTS, LLC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: VISTA HEALTH PRODUCTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VISTA HEALTH PRODUCTS, LLC 401(K) PROFIT SHARING PLAN, VISTA HEALTH PRODUCTS, LLC

VISTA HEALTH PRODUCTS, LLCEIN 27-0434582Plan #001PY 2022

10900 COMMERCE STREET - SUMMERVILLE, GA 30747706-857-1664

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$342K

+66.7% from 2021

Total participants

+17.4% from 2021

Average account balance

$12,658

+35.9% from 2021

Annual return

-9.12%

-79.80 pp from 2021

Benchmarks

See 22,373 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,373 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$266K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+19.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$12,658

$100,792-87.4%

$86,691-85.4%

$134,509-90.6%

Participation rate

100.0%

78.9%+21.1pp

76.6%+23.4pp

81.2%+18.8pp

Annual return

-9.12%

29.08%-38.2pp

35.94%-45.1pp

418.13%-427.3pp

Employer contribution / active EE

$2,045

$3,491-41.4%

$2,837-27.9%

$4,741-56.9%

Participant deferral / active EE

$4,434

$5,339-17.0%

$4,656-4.8%

$6,400-30.7%

Admin fee / account holder

$10,924-100.0%

$7,492-100.0%

$11,427-100.0%

VISTA HEALTH PRODUCTS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VISTA HEALTH PRODUCTS, LLC 401(K) PROFIT SHARING 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