Retirement plan

MV ADVANCEMENTS PROFIT SHARING PLAN

Name: MV ADVANCEMENTS - MV ADVANCEMENTS PROFIT SHARING PLAN (2025) Form 5500
Creator: MV ADVANCEMENTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MV ADVANCEMENTS PROFIT SHARING PLAN, MV ADVANCEMENTS

MV ADVANCEMENTSEIN 93-0568833Plan #001PY 2025

2275 NE MCDANIEL LN, PO BOX 28 - MCMINNVILLE, OR 97128503-687-2505mvadvancements.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$4.1M

+17.8% from 2024

Total participants

132

-8.3% from 2024

Average account balance

$40,246

+46.4% from 2024

Annual return

11.80%

-3.67 pp from 2024

Benchmarks

See 994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort994 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.15M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

103

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.

71.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$411K

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

+11.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$134

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576	Custodial (other than securities); Di...	$23,459
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611	Advisory (Plan)	$6,988

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$14K

$134 / participant

Investment mgmt$9K68.1%
Contract admin$4K31.9%

% of EOY assets

0.333%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BERNARDS, CPA
Auditor EIN: 464152764
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,246

$43,749-8.0%

$158,223-74.6%

$65,306-38.4%

Participation rate

71.8%

56.9%+15.0pp

79.2%-7.4pp

57.7%+14.2pp

Annual return

11.80%

19.41%-7.6pp

52.09%-40.3pp

21.94%-10.1pp

Employer contribution / active EE

$1,644

$1,497+9.8%

$4,109-60.0%

$1,967-16.4%

Participant deferral / active EE

$2,350

$2,019+16.4%

$5,467-57.0%

$2,959-20.6%

Admin fee / account holder

$134

$1,930-93.1%

$16,047-99.2%

$3,480-96.2%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP1 year

Service code 12 · EIN 93-1253576

Custodial (other than securities); Di...

$23,459

LPL FINANCIAL1 year

Filed as: LPL FINANCIAL CORPORATION RPCP

Service code 27 · EIN 04-3046611

Advisory (Plan)

$6,988

MV ADVANCEMENTS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MV ADVANCEMENTS 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