Retirement plan

J. WU MEDICAL CARE, INC. SAFE HARBOR PROFIT SHARING 401(K) PLAN

Name: J. WU MEDICAL CARE, INC. - J. WU MEDICAL CARE, INC. SAFE HARBOR PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: J. WU MEDICAL CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. WU MEDICAL CARE, INC. SAFE HARBOR PROFIT SHARING 401(K) PLAN, J. WU MEDICAL CARE, INC.

J. WU MEDICAL CARE, INC.EIN 27-0136095Plan #002PY 2017

PO BOX 4071 - ORANGE, CA 928634071714-623-9888

Other plans on this EIN

1 filing

#003Retirement-$623K assets

Prospect flagsHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$832K

+24.1% from 2016

Total participants

0.0% from 2016

Average account balance

$277,230

+24.1% from 2016

Annual return

18.34%

+9.06 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

$1.98M

Not enough data

1 years with asset history on file

Average account balance

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

$660K

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

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+10.90%

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

2 tripped

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

$277,230

$198,457+39.7%

$170,435+62.7%

$147,586+87.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

18.34%

257.30%-239.0pp

205.94%-187.6pp

578.59%-560.3pp

Employer contribution / active EE

$864

$6,183-86.0%

$5,432-84.1%

$4,876-82.3%

Participant deferral / active EE

$12,000

$5,629+113.2%

$4,939+142.9%

$5,439+120.6%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

J. WU MEDICAL CARE, INC. SAFE HARBOR PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

J. WU MEDICAL CARE, INC. SAFE HARBOR PROFIT SHARING 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