Retirement plan

ENVISION EYECARE MISSOULA 401K PROFIT SHARING PLAN

Name: 3 RIVERS EYECARE DBA ENVISION EYECARE - ENVISION EYECARE MISSOULA 401K PROFIT SHARING PLAN (2023) Form 5500
Creator: 3 RIVERS EYECARE DBA ENVISION EYECARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENVISION EYECARE MISSOULA 401K PROFIT SHARING PLAN, 3 RIVERS EYECARE DBA ENVISION EYECARE

3 RIVERS EYECARE DBA ENVISION EYECAREEIN 47-1273207Plan #001PY 2023

700 SOUTH AVENUE WEST, SUITE G - MISSOULA, MT 59801406-549-4851LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$104K

+117.8% from 2022

Total participants

0.0% from 2022

Average account balance

$20,790

+117.8% from 2022

Annual return

17.13%

+17.13 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$167K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

140.0%

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

$10K

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

+11.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$192

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 codes2E2J3D

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.
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

$782

$196 / participant

Other / not subdivided$782100.0%

% of EOY assets

0.752%

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

$20,790

$175,257-88.1%

$149,717-86.1%

$139,456-85.1%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

17.13%

166.70%-149.6pp

134.41%-117.3pp

373.45%-356.3pp

Employer contribution / active EE

$1,567

$5,477-71.4%

$4,820-67.5%

$4,753-67.0%

Participant deferral / active EE

$10,444

$6,521+60.2%

$5,682+83.8%

$6,711+55.6%

Admin fee / account holder

$156

$16,156-99.0%

$13,213-98.8%

$11,407-98.6%

ENVISION EYECARE MISSOULA 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENVISION EYECARE MISSOULA 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