Retirement plan

THERESA PARROTT NENEZIAN, D.V.M., P.A. 401(K) AND PROFIT SHARING PLAN

Name: THERESA PARROTT NENEZIAN, D.V.M., P.A. - THERESA PARROTT NENEZIAN, D.V.M., P.A. 401(K) AND PROFIT SHARING PLAN (2023) Form 5500
Creator: THERESA PARROTT NENEZIAN, D.V.M., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THERESA PARROTT NENEZIAN, D.V.M., P.A. 401(K) AND PROFIT SHARING PLAN, THERESA PARROTT NENEZIAN, D.V.M., P.A.

THERESA PARROTT NENEZIAN, D.V.M., P.A.EIN 65-0770582Plan #001PY 2023

2360 NORTH BLVD WEST - DAVENPORT, FL 338378957407-599-5900

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$518K

+55.4% from 2022

Total participants

+13.3% from 2022

Average account balance

$20,729

+24.3% from 2022

Annual return

7.82%

+8.47 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$694K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

89.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$181K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+19.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4260

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$156 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.511%

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

$20,729

$148,623-86.1%

$135,974-84.8%

$139,466-85.1%

Participation rate

47.1%

83.9%-36.8pp

81.9%-34.9pp

80.3%-33.3pp

Annual return

7.82%

79.30%-71.5pp

68.30%-60.5pp

373.66%-365.8pp

Employer contribution / active EE

$3,456

$5,246-34.1%

$4,859-28.9%

$4,754-27.3%

Participant deferral / active EE

$5,875

$8,103-27.5%

$7,760-24.3%

$6,712-12.5%

Admin fee / account holder

$106

$12,406-99.1%

$10,767-99.0%

$11,409-99.1%

THERESA PARROTT NENEZIAN, D.V.M., P.A. 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THERESA PARROTT NENEZIAN, D.V.M., P.A. 401(K) AND 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