Retirement plan

ANIMAL DENTAL CLINIC, INC. 401(K) PROFIT SHARING PLAN

Name: ANIMAL DENTAL CLINIC, INC. - ANIMAL DENTAL CLINIC, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ANIMAL DENTAL CLINIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANIMAL DENTAL CLINIC, INC. 401(K) PROFIT SHARING PLAN, ANIMAL DENTAL CLINIC, INC.

ANIMAL DENTAL CLINIC, INC.EIN 54-1701784Plan #003PY 2017

410 WEST MAPLE AVE. SUITE 1 - VIENNA, VA 221804240703-281-5900adcva.comLinkedIn1-10 employeesveterinary

Other plans on this EIN

1 filing

#002Retirement-$1.6M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$458K

+38.4% from 2016

Total participants

+33.3% from 2016

Average account balance

$152,590

+38.4% from 2016

Annual return

25.30%

+14.28 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$281K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$46K

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

+12.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27813

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$152,590

$150,442+1.4%

$136,295+12.0%

$147,585+3.4%

Participation rate

66.7%

84.4%-17.8pp

81.9%-15.3pp

82.8%-16.2pp

Annual return

25.30%

1049.09%-1023.8pp

5155.97%-5130.7pp

578.56%-553.3pp

Employer contribution / active EE

$6,420

$5,256+22.1%

$4,695+36.7%

$4,876+31.6%

Participant deferral / active EE

$8,000

$6,630+20.7%

$6,247+28.1%

$5,439+47.1%

Admin fee / account holder

$10,905-100.0%

$9,243-100.0%

$10,885-100.0%

ANIMAL DENTAL CLINIC, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANIMAL DENTAL CLINIC, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion