Retirement plan

BAYSHORE VETERINARY CLINIC ING PROFIT SHARING 401(K) PLAN AND TRUST

Name: BAYSHORE VETERINARY CLINIC INC - BAYSHORE VETERINARY CLINIC ING PROFIT SHARING 401(K) PLAN AND TRUST (2024) Form 5500
Creator: BAYSHORE VETERINARY CLINIC INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAYSHORE VETERINARY CLINIC ING PROFIT SHARING 401(K) PLAN AND TRUST, BAYSHORE VETERINARY CLINIC INC

BAYSHORE VETERINARY CLINIC INCEIN 39-1877754Plan #004PY 2024

3723 N OAKLAND AVE - MILWAUKEE, WI 532112237262-505-6486

Other plans on this EIN

1 filing

#003Retirement-$2.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$231K

+86.2% from 2023

Total participants

0.0% from 2023

Average account balance

$28,922

+86.2% from 2023

Annual return

17.52%

-105.76 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$351K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+17.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$1035 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.342%

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

$28,922

$160,028-81.9%

$147,080-80.3%

$145,884-80.2%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

17.52%

98.60%-81.1pp

420.17%-402.6pp

551.85%-534.3pp

Employer contribution / active EE

$12,315

$5,286+133.0%

$4,933+149.6%

$4,662+164.1%

Participant deferral / active EE

$17,167

$8,422+103.8%

$8,066+112.8%

$6,690+156.6%

Admin fee / account holder

$388

$15,030-97.4%

$12,989-97.0%

$13,392-97.1%

BAYSHORE VETERINARY CLINIC ING PROFIT SHARING 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAYSHORE VETERINARY CLINIC ING PROFIT SHARING 401(K) PLAN AND TRUST

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