Retirement plan

PARK SLOPE VETERINARY CENTER PROFIT SHARING 401(K) PLAN

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

PARK SLOPE VETERINARY CENTEREIN 27-3044477Plan #001PY 2017

639 4TH AVENUE - BROOKLYN, NY 11215718-369-7387parkslopeveterinarycenter.vetstreet.comLinkedIn1-10 employeesveterinary

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$372K

+42.3% from 2016

Total participants

+18.2% from 2016

Average account balance

$33,824

+3.5% from 2016

Annual return

18.18%

+9.25 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

362.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$485

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 codes2E2J2F2G3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$792 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.851%

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

$33,824

$150,447-77.5%

$136,298-75.2%

$147,586-77.1%

Participation rate

50.0%

84.4%-34.4pp

81.9%-31.9pp

82.8%-32.8pp

Annual return

18.18%

1049.15%-1031.0pp

5156.27%-5138.1pp

578.59%-560.4pp

Employer contribution / active EE

$11,268

$5,256+114.4%

$4,696+140.0%

$4,876+131.1%

Participant deferral / active EE

$4,500

$6,631-32.1%

$6,247-28.0%

$5,439-17.3%

Admin fee / account holder

$288

$10,906-97.4%

$9,244-96.9%

$10,886-97.4%

PARK SLOPE VETERINARY CENTER PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARK SLOPE VETERINARY CENTER PROFIT SHARING 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