Retirement plan

ANIMAL EYE CLINIC, PC 401(K) PROFIT SHARING PLAN

Name: ANIMAL EYE CLINIC, PC - ANIMAL EYE CLINIC, PC 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: ANIMAL EYE CLINIC, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANIMAL EYE CLINIC, PC 401(K) PROFIT SHARING PLAN, ANIMAL EYE CLINIC, PC

ANIMAL EYE CLINIC, PCEIN 75-2699731Plan #002PY 2023

5800 INTERSTATE 20 WEST, STE. 120 - ARLINGTON, TX 76017817-735-1123

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$192K

+69.0% from 2022

Total participants

-8.3% from 2022

Average account balance

$23,978

+111.3% from 2022

Annual return

12.95%

+32.84 pp from 2022

Benchmarks

See 139,965 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,965 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$269K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+5.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$503

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

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$233 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.215%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,978

$148,534-83.9%

$135,903-82.4%

$139,434-82.8%

Participation rate

70.0%

83.9%-13.9pp

81.9%-11.9pp

80.3%-10.3pp

Annual return

12.95%

79.19%-66.2pp

68.23%-55.3pp

372.94%-360.0pp

Employer contribution / active EE

$2,468

$5,243-52.9%

$4,856-49.2%

$4,751-48.1%

Participant deferral / active EE

$4,109

$8,100-49.3%

$7,758-47.0%

$6,710-38.8%

Admin fee / account holder

$291

$12,400-97.7%

$10,762-97.3%

$11,403-97.4%

ANIMAL EYE CLINIC, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANIMAL EYE CLINIC, PC 401(K) 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