Retirement plan

EASTON VETERINARY CLINIC AND REHABILITATION CENTER 401(K) PLAN

Name: EASTON VETERINARY CLINIC AND REHABI - EASTON VETERINARY CLINIC AND REHABILITATION CENTER 401(K) PLAN (2023) Form 5500
Creator: EASTON VETERINARY CLINIC AND REHABI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EASTON VETERINARY CLINIC AND REHABILITATION CENTER 401(K) PLAN, EASTON VETERINARY CLINIC AND REHABI

EASTON VETERINARY CLINIC AND REHABIEIN 45-4940236Plan #001PY 2023

8942 CENTREVILLE ROAD - EASTON, MD 21601410-476-1777

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$309K

+79.2% from 2022

Total participants

-15.4% from 2022

Average account balance

$28,059

+46.6% from 2022

Annual return

23.76%

+44.32 pp from 2022

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$391K

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.

137.5%

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

$5K

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

+14.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$88

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 codes2G3D2F2E2J

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$960

$120 / participant

Other / not subdivided$960100.0%

% of EOY assets

0.311%

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

$28,059

$148,629-81.1%

$135,982-79.4%

$139,487-79.9%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

23.76%

79.33%-55.6pp

68.32%-44.6pp

373.84%-350.1pp

Employer contribution / active EE

$1,263

$5,247-75.9%

$4,859-74.0%

$4,755-73.4%

Participant deferral / active EE

$10,676

$8,102+31.8%

$7,760+37.6%

$6,713+59.0%

Admin fee / account holder

$87

$12,406-99.3%

$10,767-99.2%

$11,407-99.2%

EASTON VETERINARY CLINIC AND REHABILITATION CENTER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EASTON VETERINARY CLINIC AND REHABILITATION CENTER 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