Retirement plan

CHIPMAN ROAD ANIMAL CLINIC, INC. 401K PROFIT SHARING PLAN

Name: CHIPMAN ROAD ANIMAL CLINIC, INC. - CHIPMAN ROAD ANIMAL CLINIC, INC. 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: CHIPMAN ROAD ANIMAL CLINIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHIPMAN ROAD ANIMAL CLINIC, INC. 401K PROFIT SHARING PLAN, CHIPMAN ROAD ANIMAL CLINIC, INC.

CHIPMAN ROAD ANIMAL CLINIC, INC.EIN 41-2223839Plan #001PY 2016

209 NW CHIPMAN RD - LEES SUMMIT, MO 640631905816-524-1886chipmanroadanimalclinic.comLinkedIn11-50 employeesveterinary

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$242K

+19.0% from 2015

Total participants

0.0% from 2015

Average account balance

$13,431

+19.0% from 2015

Annual return

4.84%

+9.20 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$985K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$304

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 codes2E2F2G2J3D

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

2 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$157 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.844%

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

$13,431

$135,956-90.1%

$123,894-89.2%

$273,972-95.1%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

4.84%

56.63%-51.8pp

47.52%-42.7pp

41.46%-36.6pp

Employer contribution / active EE

$1,387

$5,170-73.2%

$4,617-70.0%

$4,869-71.5%

Participant deferral / active EE

$829

$6,343-86.9%

$5,984-86.1%

$5,287-84.3%

Admin fee / account holder

$113

$9,817-98.8%

$8,357-98.6%

$10,133-98.9%

CHIPMAN ROAD ANIMAL CLINIC, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHIPMAN ROAD ANIMAL CLINIC, INC. 401K PROFIT SHARING 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