Retirement plan

BONNEVILLE MEDICAL CONSULTANTS EMPLOYEES 401(K) PLAN

Name: BONNEVILLE MEDICAL CONSULTANTS - BONNEVILLE MEDICAL CONSULTANTS EMPLOYEES 401(K) PLAN (2025) Form 5500
Creator: BONNEVILLE MEDICAL CONSULTANTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BONNEVILLE MEDICAL CONSULTANTS EMPLOYEES 401(K) PLAN, BONNEVILLE MEDICAL CONSULTANTS

BONNEVILLE MEDICAL CONSULTANTSEIN 56-2352039Plan #002PY 2025

3663 TAYLOR AVE - OGDEN, UT 84403801-540-2584LinkedIn1-10 employeesconsumer goods

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

+23.0% from 2024

Total participants

0.0% from 2024

Average account balance

$745,695

+23.0% from 2024

Annual return

18.27%

-0.49 pp from 2024

Benchmarks

See 18,217 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,217 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.24M

Not enough data

1 years with asset history on file

Average account balance

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

$746K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+18.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$745,695

$178,174+318.5%

$156,181+377.5%

$137,256+443.3%

Participation rate

100.0%

82.0%+18.0pp

78.8%+21.2pp

80.0%+20.0pp

Annual return

18.27%

84.19%-65.9pp

64.87%-46.6pp

220.34%-202.1pp

Employer contribution / active EE

$8,945

$4,972+79.9%

$4,294+108.3%

$4,156+115.2%

Participant deferral / active EE

$20,000

$6,888+190.4%

$6,132+226.1%

$6,407+212.2%

Admin fee / account holder

$17,404-100.0%

$14,586-100.0%

$12,270-100.0%

BONNEVILLE MEDICAL CONSULTANTS EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BONNEVILLE MEDICAL CONSULTANTS EMPLOYEES 401(K) 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