Retirement plan

LINCOLN HEIGHTS VETERINARY CLINIC, INC., P.S. 401(K) PROFIT SHARING PLAN

Name: LINCOLN HEIGHTS VETERINARY CLINIC, INC. P.S. - LINCOLN HEIGHTS VETERINARY CLINIC, INC., P.S. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: LINCOLN HEIGHTS VETERINARY CLINIC, INC. P.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LINCOLN HEIGHTS VETERINARY CLINIC, INC., P.S. 401(K) PROFIT SHARING PLAN, LINCOLN HEIGHTS VETERINARY CLINIC, INC. P.S.

LINCOLN HEIGHTS VETERINARY CLINIC, INC. P.S.EIN 91-2087027Plan #001PY 2018

2829 EAST 27TH AVENUE - SPOKANE, WA 99223509-535-3551lhvetclinic.comLinkedIn11-50 employeesresearch

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$548K

-10.1% from 2017

Total participants

+15.8% from 2017

Average account balance

$24,892

-22.3% from 2017

Annual return

-0.41%

-18.31 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.79M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$459

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$137K

$9103 / participant

Other / not subdivided$137K100.0%

% of EOY assets

24.934%

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

$24,892

$138,072-82.0%

$123,549-79.9%

$135,382-81.6%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-0.41%

153.69%-154.1pp

119.20%-119.6pp

519.77%-520.2pp

Employer contribution / active EE

$1,485

$5,152-71.2%

$4,628-67.9%

$4,779-68.9%

Participant deferral / active EE

$3,698

$6,799-45.6%

$6,426-42.5%

$5,609-34.1%

Admin fee / account holder

$6,207

$10,917-43.1%

$9,284-33.2%

$10,829-42.7%

LINCOLN HEIGHTS VETERINARY CLINIC, INC., P.S. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LINCOLN HEIGHTS VETERINARY CLINIC, INC., P.S. 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