Retirement plan

KUANG LUNG RETIREMENT PLAN

Name: A.C.T. 898 PRODUCTS, INC. - KUANG LUNG RETIREMENT PLAN (2023) Form 5500
Creator: A.C.T. 898 PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KUANG LUNG RETIREMENT PLAN, A.C.T. 898 PRODUCTS, INC.

A.C.T. 898 PRODUCTS, INC.EIN 26-4447021Plan #002PY 2023

14309 PROCTOR AVE. - LA PUENTE, CA 91746626-369-2238

Other plans on this EIN

1 filing

#001Retirement-$1.5M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

+27.2% from 2022

Total participants

0.0% from 2022

Average account balance

$473,272

+27.2% from 2022

Annual return

19.75%

+41.04 pp from 2022

Benchmarks

See 22,174 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,174 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$473K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+19.75%

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 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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$473,272

$102,635+361.1%

$86,209+449.0%

$139,456+239.4%

Participation rate

100.0%

74.5%+25.5pp

69.0%+31.0pp

80.3%+19.7pp

Annual return

19.75%

1923.53%-1903.8pp

1169.05%-1149.3pp

373.45%-353.7pp

Employer contribution / active EE

$7,120

$3,034+134.7%

$2,381+199.0%

$4,753+49.8%

Participant deferral / active EE

$30,000

$4,677+541.4%

$3,986+652.6%

$6,711+347.0%

Admin fee / account holder

$8,661-100.0%

$6,853-100.0%

$11,407-100.0%

KUANG LUNG RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KUANG LUNG 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