Retirement plan

GARY CHINGHUEI KAO, M.D., INC. 401(K) PLAN

Name: GARY CHINGHUEI KAO, M.D., INC. - GARY CHINGHUEI KAO, M.D., INC. 401(K) PLAN (2024) Form 5500
Creator: GARY CHINGHUEI KAO, M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARY CHINGHUEI KAO, M.D., INC. 401(K) PLAN, GARY CHINGHUEI KAO, M.D., INC.

GARY CHINGHUEI KAO, M.D., INC.EIN 26-4778734Plan #002PY 2024

26 THOORN HILL - IRVINE, CA 92602714-417-2752

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$12.3M

+52.5% from 2023

Total participants

0.0% from 2023

Average account balance

$3,087,148

+52.5% from 2023

Annual return

49.76%

-15.59 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.35M

Not enough data

1 years with asset history on file

Average account balance

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

$3.1M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$224K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$56K

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

+49.76%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

$3,087,148

$183,539+1582.0%

$155,556+1884.6%

$145,897+2016.0%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

49.76%

61.31%-11.5pp

64.84%-15.1pp

552.29%-502.5pp

Employer contribution / active EE

$29,313

$5,315+451.5%

$4,675+526.9%

$4,663+528.7%

Participant deferral / active EE

$26,750

$6,467+313.6%

$5,631+375.1%

$6,689+299.9%

Admin fee / account holder

$19,275-100.0%

$15,885-100.0%

$13,390-100.0%

GARY CHINGHUEI KAO, M.D., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GARY CHINGHUEI KAO, M.D., 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