Retirement plan

LINCOLN AVENUE VETERINARY CLINIC 401(K) PLAN

Name: LINCOLN VETERINARY CORPORATION - LINCOLN AVENUE VETERINARY CLINIC 401(K) PLAN (2019) Form 5500
Creator: LINCOLN VETERINARY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LINCOLN AVENUE VETERINARY CLINIC 401(K) PLAN, LINCOLN VETERINARY CORPORATION

LINCOLN VETERINARY CORPORATIONEIN 82-0780261Plan #001PY 2019

699 LINCOLN AVE - SAN JOSE, CA 95126408-293-3448

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$307K

+79.5% from 2018

Total participants

0.0% from 2018

Average account balance

$19,217

+45.9% from 2018

Annual return

25.26%

+25.26 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$987K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12672

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$103 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.368%

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

$19,217

$157,276-87.8%

$141,177-86.4%

$152,885-87.4%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

25.26%

64.33%-39.1pp

71.40%-46.1pp

345.39%-320.1pp

Employer contribution / active EE

$2,151

$5,262-59.1%

$4,736-54.6%

$4,763-54.8%

Participant deferral / active EE

$6,299

$7,110-11.4%

$6,710-6.1%

$5,851+7.7%

Admin fee / account holder

$71

$12,123-99.4%

$10,263-99.3%

$11,598-99.4%

LINCOLN AVENUE VETERINARY CLINIC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LINCOLN AVENUE VETERINARY CLINIC 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