Retirement plan

ALLIANCE ANIMAL CLINIC, P.C. PROFIT SHARING PLAN

Name: ALLIANCE ANIMAL CLINIC, P.C. - ALLIANCE ANIMAL CLINIC, P.C. PROFIT SHARING PLAN (2025) Form 5500
Creator: ALLIANCE ANIMAL CLINIC, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLIANCE ANIMAL CLINIC, P.C. PROFIT SHARING PLAN, ALLIANCE ANIMAL CLINIC, P.C.

ALLIANCE ANIMAL CLINIC, P.C.EIN 47-0536632Plan #001PY 2025

P.O. BOX 595 - ALLIANCE, NE 69301308-762-4140allianceanimalclinic.comLinkedIn11-50 employeesresearch

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$5.8M

+14.1% from 2024

Total participants

+21.7% from 2024

Average account balance

$212,982

-2.8% from 2024

Annual return

14.02%

-4.23 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.75M

Not enough data

1 years with asset history on file

Average account balance

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

$213K

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.

122.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$169K

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

+14.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6835

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.
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

$185K

$8389 / participant

Other / not subdivided$185K100.0%

% of EOY assets

3.209%

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

$212,982

$154,228+38.1%

$145,433+46.4%

$137,256+55.2%

Participation rate

95.5%

83.8%+11.7pp

82.1%+13.3pp

80.0%+15.5pp

Annual return

14.02%

74.59%-60.6pp

66.58%-52.6pp

220.34%-206.3pp

Employer contribution / active EE

$6,608

$4,804+37.6%

$4,554+45.1%

$4,156+59.0%

Participant deferral / active EE

$1,055

$8,216-87.2%

$7,897-86.6%

$6,407-83.5%

Admin fee / account holder

$6,835

$14,344-52.3%

$13,129-47.9%

$12,270-44.3%

ALLIANCE ANIMAL CLINIC, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIANCE ANIMAL CLINIC, P.C. 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