Retirement plan

VETERINARY VISION, P.C., PROFIT SHARING PLAN

Name: VETERINARY VISION, P.C. - VETERINARY VISION, P.C., PROFIT SHARING PLAN (2017) Form 5500
Creator: VETERINARY VISION, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VETERINARY VISION, P.C., PROFIT SHARING PLAN, VETERINARY VISION, P.C.

VETERINARY VISION, P.C.EIN 30-0086081Plan #001PY 2017

820 OGDEN AVENUE - LISLE, IL 60532630-796-2600veterinaryvision.comLinkedIn11-50 employeesveterinary

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$676K

+25.2% from 2016

Total participants

0.0% from 2016

Average account balance

$169,122

+25.2% from 2016

Annual return

11.84%

+5.10 pp from 2016

Benchmarks

See 114,326 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,326 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$254K

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

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+7.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1485

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$169,122

$150,445+12.4%

$136,297+24.1%

$147,585+14.6%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

11.84%

1049.14%-1037.3pp

5156.16%-5144.3pp

578.57%-566.7pp

Employer contribution / active EE

$23,986

$5,256+356.3%

$4,696+410.8%

$4,876+391.9%

Participant deferral / active EE

$6,631-100.0%

$6,247-100.0%

$5,439-100.0%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,885-100.0%

VETERINARY VISION, P.C., PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VETERINARY VISION, P.C., 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