Retirement plan

ANIMAL MEDICAL CLINIC PA PENSION BENEFIT PLAN

Name: ANIMAL MEDICAL CLINIC PA - ANIMAL MEDICAL CLINIC PA PENSION BENEFIT PLAN (2015) Form 5500
Creator: ANIMAL MEDICAL CLINIC PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANIMAL MEDICAL CLINIC PA PENSION BENEFIT PLAN, ANIMAL MEDICAL CLINIC PA

ANIMAL MEDICAL CLINIC PAEIN 59-1483983Plan #001PY 2015

4020 S BABCOCK STREET - MELBOURNE, FL 32901321-727-2421animal-medical-clinic.comLinkedIn11-50 employeesveterinary

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.6M

No prior year

Total participants

No prior year

Average account balance

$82,859

No prior year

Annual return

38.49%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.68M

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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

$359K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35295

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 codes2J3D

Plan features

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

$100

$3 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.003%

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

$82,859

$72,177+14.8%

$115,038-28.0%

$59,633+38.9%

Participation rate

100.0%

72.6%+27.4pp

81.4%+18.6pp

68.7%+31.3pp

Annual return

38.49%

12.02%+26.5pp

26.14%+12.3pp

2041.45%-2003.0pp

Employer contribution / active EE

$1,560

$2,841-45.1%

$4,608-66.1%

$2,203-29.2%

Participant deferral / active EE

$2,923

$4,783-38.9%

$6,026-51.5%

$3,192-8.4%

Admin fee / account holder

$4,927-100.0%

$8,175-100.0%

$4,297-99.9%

ANIMAL MEDICAL CLINIC PA PENSION BENEFIT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANIMAL MEDICAL CLINIC PA PENSION BENEFIT 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