Retirement plan

GENE J. HILL, D.V.M., P.A. PROFIT SHARING PLAN

Name: GENE J. HILL, D.V.M.,P.A. - GENE J. HILL, D.V.M., P.A. PROFIT SHARING PLAN (2020) Form 5500
Creator: GENE J. HILL, D.V.M.,P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GENE J. HILL, D.V.M., P.A. PROFIT SHARING PLAN, GENE J. HILL, D.V.M.,P.A.

GENE J. HILL, D.V.M.,P.A.EIN 59-2997868Plan #001PY 2020

9030 SW 19TH AVENUE ROAD - OCALA, FL 344767529352-843-7075

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$80K

-8.8% from 2019

Total participants

0.0% from 2019

Average account balance

$80,039

-8.8% from 2019

Annual return

-8.82%

-17.51 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4K

Not enough data

1 years with asset history on file

Average account balance

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

$4K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-4.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$138

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$145

$145 / participant

Other / not subdivided$145100.0%

% of EOY assets

0.181%

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

$80,039

$165,381-51.6%

$149,730-46.5%

$158,966-49.7%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

-8.82%

348.29%-357.1pp

276.70%-285.5pp

302.95%-311.8pp

Employer contribution / active EE

$5,104-100.0%

$4,645-100.0%

$4,762-100.0%

Participant deferral / active EE

$7,182-100.0%

$6,843-100.0%

$5,983-100.0%

Admin fee / account holder

$145

$10,809-98.7%

$9,310-98.4%

$11,250-98.7%

GENE J. HILL, D.V.M., P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GENE J. HILL, D.V.M., P.A. 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