Retirement plan

ANIMAL HOSPITAL OF NESCONSET 401K PLAN

Name: ANIMAL HOSPITAL OF NESCONSET - ANIMAL HOSPITAL OF NESCONSET 401K PLAN (2025) Form 5500
Creator: ANIMAL HOSPITAL OF NESCONSET
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANIMAL HOSPITAL OF NESCONSET 401K PLAN, ANIMAL HOSPITAL OF NESCONSET

ANIMAL HOSPITAL OF NESCONSETEIN 46-0932262Plan #001PY 2025

189 TERRY ROAD, NEW YORK - SMITHTOWN, NY 11787631-361-6061LinkedIn1-10 employeesresearch

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$791K

+24.8% from 2024

Total participants

+10.0% from 2024

Average account balance

$79,134

+24.8% from 2024

Annual return

17.02%

+3.74 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$791K

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$233

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 codes2E2J2H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

$2K

$259 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.294%

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

$79,134

$156,398-49.4%

$147,318-46.3%

$138,895-43.0%

Participation rate

88.9%

83.8%+5.1pp

82.1%+6.8pp

79.9%+9.0pp

Annual return

17.02%

78.75%-61.7pp

70.43%-53.4pp

145.39%-128.4pp

Employer contribution / active EE

$1,437

$4,853-70.4%

$4,593-68.7%

$4,194-65.7%

Participant deferral / active EE

$4,284

$8,237-48.0%

$7,906-45.8%

$6,396-33.0%

Admin fee / account holder

$233

$14,976-98.4%

$13,708-98.3%

$12,562-98.1%

ANIMAL HOSPITAL OF NESCONSET 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANIMAL HOSPITAL OF NESCONSET 401K 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