Retirement plan

FLEXVETS 401(K) PLAN

Name: SIMMONS VETERINARY SERVICES, INC. DBA FLEXVETS - FLEXVETS 401(K) PLAN (2021) Form 5500
Creator: SIMMONS VETERINARY SERVICES, INC. DBA FLEXVETS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLEXVETS 401(K) PLAN, SIMMONS VETERINARY SERVICES, INC. DBA FLEXVETS

SIMMONS VETERINARY SERVICES, INC. DBA FLEXVETSEIN 85-3650685Plan #001PY 2021

9892 FREDERICK CIRCLE - HUNTINGTON, CA 92646949-610-9319

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$99K

No prior year

Total participants

No prior year

Average account balance

$49,503

No prior year

Annual return

2488.83%

No prior year

Benchmarks

See 126,134 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,134 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$355K

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$124

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 codes2E2J2F2G3D

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$39

$20 / participant

Other / not subdivided$39100.0%

% of EOY assets

0.039%

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

$49,503

$176,077-71.9%

$159,455-69.0%

$167,518-70.4%

Participation rate

100.0%

84.9%+15.1pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

2488.83%

331.83%+2157.0pp

263.63%+2225.2pp

478.71%+2010.1pp

Employer contribution / active EE

$4,812

$5,298-9.2%

$4,830-0.4%

$4,838-0.5%

Participant deferral / active EE

$4,240

$7,751-45.3%

$7,353-42.3%

$6,342-33.1%

Admin fee / account holder

$20

$12,556-99.8%

$10,800-99.8%

$12,312-99.8%

FLEXVETS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLEXVETS 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