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 (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement-$433K assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$211K

+35.1% from 2016

Total participants

+25.0% from 2016

Average account balance

$42,154

+8.1% from 2016

Annual return

11.91%

+4.10 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$665K

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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

$63K

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

+12.93%

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 codes2J

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.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$42,154

$198,457-78.8%

$170,435-75.3%

$147,586-71.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

11.91%

257.30%-245.4pp

205.94%-194.0pp

578.59%-566.7pp

Employer contribution / active EE

$645

$6,183-89.6%

$5,432-88.1%

$4,876-86.8%

Participant deferral / active EE

$6,600

$5,629+17.2%

$4,939+33.6%

$5,439+21.4%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

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