Retirement plan

BONNEVILLE MEDICAL CONSULTANTS EMPLOYEES 401(K) PLAN

Name: BONNEVILLE MEDICAL CONSULTANTS - BONNEVILLE MEDICAL CONSULTANTS EMPLOYEES 401(K) PLAN (2019) 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 2019

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$894K

+44.4% from 2018

Total participants

0.0% from 2018

Average account balance

$446,987

+44.4% from 2018

Annual return

29.73%

+37.54 pp from 2018

Benchmarks

See 22,306 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,306 peers

Snapshot2019

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

$446,987

$152,612+192.9%

$125,192+257.0%

$152,897+192.3%

Participation rate

100.0%

83.3%+16.7pp

79.8%+20.2pp

82.5%+17.5pp

Annual return

29.73%

54.85%-25.1pp

43.79%-14.1pp

345.43%-315.7pp

Employer contribution / active EE

$20,414

$4,947+312.6%

$3,866+428.0%

$4,764+328.5%

Participant deferral / active EE

$25,000

$5,868+326.0%

$4,937+406.4%

$5,851+327.3%

Admin fee / account holder

$13,437-100.0%

$9,704-100.0%

$11,599-100.0%

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