Retirement plan

DAVID M. KAO MD PC 401(K) PROFIT SHARING PLAN AND TRUST

Name: DAVID M. KAO MD PC - DAVID M. KAO MD PC 401(K) PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: DAVID M. KAO MD PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID M. KAO MD PC 401(K) PROFIT SHARING PLAN AND TRUST, DAVID M. KAO MD PC

DAVID M. KAO MD PCEIN 20-1677367Plan #001PY 2020

6370 SW BORLAND ROAD, STE 200 - TUALATIN, OR 97062503-691-1122LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$4.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+28.5% from 2019

Total participants

+10.5% from 2019

Average account balance

No prior year

Annual return

19.01%

-6.71 pp from 2019

Benchmarks

See 102,116 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,116 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.62M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2885

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$6K

$403 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.380%

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

$209,405-100.0%

$178,486-100.0%

$158,931-100.0%

Participation rate

0.0%

86.4%-86.4pp

81.9%-81.9pp

82.0%-82.0pp

Annual return

19.01%

188.77%-169.8pp

151.08%-132.1pp

302.86%-283.9pp

Employer contribution / active EE

$3,956

$5,707-30.7%

$5,011-21.1%

$4,761-16.9%

Participant deferral / active EE

$3,884

$5,954-34.8%

$5,202-25.3%

$5,982-35.1%

Admin fee / account holder

$17,076-100.0%

$13,985-100.0%

$11,247-100.0%

DAVID M. KAO MD PC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVID M. KAO MD PC 401(K) PROFIT SHARING PLAN AND 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