Retirement plan

BEDSIDE X-RAY SERVICE, INC. 401(K)

Name: BEDSIDE X-RAY SERVICE, INC. - BEDSIDE X-RAY SERVICE, INC. 401(K) (2024) Form 5500
Creator: BEDSIDE X-RAY SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEDSIDE X-RAY SERVICE, INC. 401(K), BEDSIDE X-RAY SERVICE, INC.

BEDSIDE X-RAY SERVICE, INC.EIN 82-0397553Plan #001PY 2024

9460 W FAIRVIEW AVE STE 115 - BOISE, ID 837048184208-861-9171bedsidexray.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$115K

+72.9% from 2023

Total participants

+9.1% from 2023

Average account balance

$10,461

+57.2% from 2023

Annual return

16.46%

-15.49 pp from 2023

Benchmarks

See 6,251 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,251 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$115K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

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

+16.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$69

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$755

$76 / participant

Other / not subdivided$755100.0%

% of EOY assets

0.656%

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

$10,461

$150,435-93.0%

$120,580-91.3%

$145,897-92.8%

Participation rate

90.0%

78.8%+11.2pp

72.0%+18.0pp

80.3%+9.7pp

Annual return

16.46%

154.60%-138.1pp

107.48%-91.0pp

552.29%-535.8pp

Employer contribution / active EE

$1,382

$4,352-68.2%

$3,469-60.2%

$4,663-70.4%

Participant deferral / active EE

$2,376

$6,174-61.5%

$4,995-52.4%

$6,689-64.5%

Admin fee / account holder

$69

$12,182-99.4%

$9,418-99.3%

$13,390-99.5%

BEDSIDE X-RAY SERVICE, INC. 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEDSIDE X-RAY SERVICE, INC. 401(K)

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