Retirement plan

QUINCY TAN DDS & MAGGIE THAI DDS INC 401K PS PLAN

Name: QUINCY TAN DDS & MAGGIE THAI DDS INC - QUINCY TAN DDS & MAGGIE THAI DDS INC 401K PS PLAN (2017) Form 5500
Creator: QUINCY TAN DDS & MAGGIE THAI DDS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUINCY TAN DDS & MAGGIE THAI DDS INC 401K PS PLAN, QUINCY TAN DDS & MAGGIE THAI DDS INC

QUINCY TAN DDS & MAGGIE THAI DDS INCEIN 26-1769156Plan #001PY 2017

1331 31ST AVENUE - SAN FRANCISCO, CA 94122415-823-0790

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$962K

+44.8% from 2016

Total participants

+20.0% from 2016

Average account balance

$80,152

+20.7% from 2016

Annual return

22.35%

+14.09 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.75M

Not enough data

1 years with asset history on file

Average account balance

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

$268K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$254K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+8.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2196

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 codes2E2F2J3D

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).
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.

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

$80,152

$198,462-59.6%

$170,439-53.0%

$147,585-45.7%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

22.35%

257.30%-235.0pp

205.94%-183.6pp

578.58%-556.2pp

Employer contribution / active EE

$8,702

$6,184+40.7%

$5,433+60.2%

$4,876+78.4%

Participant deferral / active EE

$6,236

$5,629+10.8%

$4,939+26.2%

$5,439+14.7%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

QUINCY TAN DDS & MAGGIE THAI DDS INC 401K PS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

QUINCY TAN DDS & MAGGIE THAI DDS INC 401K PS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion