Retirement plan

WINNIE Y. WANG, D.D.S., INC. 401(K) PLAN

Name: WINNIE Y. WANG, D.D.S., INC. - WINNIE Y. WANG, D.D.S., INC. 401(K) PLAN (2025) Form 5500
Creator: WINNIE Y. WANG, D.D.S., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINNIE Y. WANG, D.D.S., INC. 401(K) PLAN, WINNIE Y. WANG, D.D.S., INC.

WINNIE Y. WANG, D.D.S., INC.EIN 26-4402409Plan #002PY 2025

16160 AURORA CREST DR - WHITTIER, CA 906051364562-776-3368

Other plans on this EIN

1 filing

#001Retirement-$1.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$849K

+27.7% from 2024

Total participants

0.0% from 2024

Average account balance

$169,845

+27.7% from 2024

Annual return

17.46%

+4.54 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$849K

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+17.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J3D

Plan features

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

$169,845

$174,379-2.6%

$152,093+11.7%

$138,895+22.3%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

17.46%

74.86%-57.4pp

66.36%-48.9pp

145.39%-127.9pp

Employer contribution / active EE

$20,667

$4,652+344.3%

$4,175+395.0%

$4,194+392.7%

Participant deferral / active EE

$1,960

$6,159-68.2%

$5,451-64.0%

$6,396-69.4%

Admin fee / account holder

$16,880-100.0%

$14,497-100.0%

$12,562-100.0%

WINNIE Y. WANG, D.D.S., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WINNIE Y. WANG, D.D.S., INC. 401(K) 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