Retirement plan

KATE GREENBERG VETERINARIAN PL 401(K) PROFIT SHARING PLAN & TRUST

Name: KATE GREENBERG VETERINARIAN PL - KATE GREENBERG VETERINARIAN PL 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: KATE GREENBERG VETERINARIAN PL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KATE GREENBERG VETERINARIAN PL 401(K) PROFIT SHARING PLAN & TRUST, KATE GREENBERG VETERINARIAN PL

KATE GREENBERG VETERINARIAN PLEIN 82-4139463Plan #001PY 2024

427 STATE ROUTE 17M - MONROE, NY 109504123845-782-8621

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$285K

+59.4% from 2023

Total participants

+8.3% from 2023

Average account balance

$12,399

+45.5% from 2023

Annual return

16.48%

+0.96 pp from 2023

Benchmarks

See 10,317 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,317 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$285K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

230.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$65

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

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

$1K

$149 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.521%

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

$12,399

$110,039-88.7%

$97,260-87.3%

$145,884-91.5%

Participation rate

70.0%

75.9%-5.9pp

72.7%-2.7pp

80.3%-10.3pp

Annual return

16.48%

244.44%-228.0pp

75.54%-59.1pp

551.85%-535.4pp

Employer contribution / active EE

$2,576

$3,074-16.2%

$2,721-5.3%

$4,662-44.7%

Participant deferral / active EE

$5,104

$4,674+9.2%

$4,262+19.8%

$6,690-23.7%

Admin fee / account holder

$65

$6,204-99.0%

$5,640-98.9%

$13,392-99.5%

KATE GREENBERG VETERINARIAN PL 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KATE GREENBERG VETERINARIAN PL 401(K) PROFIT SHARING PLAN & TRUST

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