Retirement plan

DAWEI ZHENG M.D. APMC RETIREMENT PLAN

Name: DAWEI ZHENG M.D., A PROFESSIONAL MEDICAL CORPORATION - DAWEI ZHENG M.D. APMC RETIREMENT PLAN (2016) Form 5500
Creator: DAWEI ZHENG M.D., A PROFESSIONAL MEDICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAWEI ZHENG M.D. APMC RETIREMENT PLAN, DAWEI ZHENG M.D., A PROFESSIONAL MEDICAL CORPORATION

DAWEI ZHENG M.D., A PROFESSIONAL MEDICAL CORPORATIONEIN 26-2041805Plan #001PY 2016

P.O. BOX 60157 - SACRAMENTO, CA 95860916-457-9879LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$2.6M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$802K

+23.1% from 2015

Total participants

0.0% from 2015

Average account balance

$160,487

+23.1% from 2015

Annual return

11.16%

+18.03 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.66M

Not enough data

1 years with asset history on file

Average account balance

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

$190K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$267K

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

+8.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14563

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$160,487

$181,896-11.8%

$156,551+2.5%

$273,972-41.4%

Participation rate

83.3%

88.4%-5.1pp

84.0%-0.7pp

83.0%+0.3pp

Annual return

11.16%

30.74%-19.6pp

32.23%-21.1pp

41.46%-30.3pp

Employer contribution / active EE

$2,006

$6,248-67.9%

$5,501-63.5%

$4,869-58.8%

Participant deferral / active EE

$11,000

$5,550+98.2%

$4,871+125.8%

$5,287+108.0%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

DAWEI ZHENG M.D. APMC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DAWEI ZHENG M.D. APMC RETIREMENT 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