Retirement plan

TENNESSEE VALLEY LIFE CENTER, INC. 401(K) PLAN

Name: TENNESSEE VALLEY LIFE CENTER, INC. - TENNESSEE VALLEY LIFE CENTER, INC. 401(K) PLAN (2015) Form 5500
Creator: TENNESSEE VALLEY LIFE CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TENNESSEE VALLEY LIFE CENTER, INC. 401(K) PLAN, TENNESSEE VALLEY LIFE CENTER, INC.

TENNESSEE VALLEY LIFE CENTER, INC.EIN 63-1207393Plan #003PY 2015

219 LONGWOOD DR SW - HUNTSVILLE, AL 358015243256-658-5555LinkedIn1-10 employeesmedical practice

Other plans on this EIN

2 filings

#002Retirement-$521K assets #001Retirement--

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$785K

No prior year

Total participants

No prior year

Average account balance

$157,055

No prior year

Annual return

15471.48%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$202K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+9.46%

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$282 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.180%

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

$157,055

$168,635-6.9%

$147,617+6.4%

$125,389+25.3%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

15471.48%

77.65%+15393.8pp

61.98%+15409.5pp

282.24%+15189.2pp

Employer contribution / active EE

$468

$6,252-92.5%

$5,564-91.6%

$4,866-90.4%

Participant deferral / active EE

$8,349

$5,507+51.6%

$4,895+70.5%

$5,352+56.0%

Admin fee / account holder

$282

$13,580-97.9%

$11,612-97.6%

$9,541-97.0%

TENNESSEE VALLEY LIFE CENTER, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TENNESSEE VALLEY LIFE CENTER, INC. 401(K) 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