Retirement plan

RICHARD KOH, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN

Name: RICHARD KOH, D.D.S., M.S., INC. - RICHARD KOH, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: RICHARD KOH, D.D.S., M.S., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICHARD KOH, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN, RICHARD KOH, D.D.S., M.S., INC.

RICHARD KOH, D.D.S., M.S., INC.EIN 45-1088414Plan #001PY 2024

41 MOJAVE - IRVINE, CA 92602562-598-3383losalamitosperio.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$104K

+80.0% from 2023

Total participants

-12.5% from 2023

Average account balance

$26,075

+80.0% from 2023

Annual return

11.55%

-4.74 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$104K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.55%

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$26,075

$183,516-85.8%

$155,534-83.2%

$145,884-82.1%

Participation rate

40.0%

82.7%-42.7pp

78.2%-38.2pp

80.3%-40.3pp

Annual return

11.55%

61.43%-49.9pp

64.92%-53.4pp

551.85%-540.3pp

Employer contribution / active EE

$1,887

$5,315-64.5%

$4,675-59.6%

$4,662-59.5%

Participant deferral / active EE

$6,045

$6,467-6.5%

$5,630+7.4%

$6,690-9.6%

Admin fee / account holder

$19,293-100.0%

$15,900-100.0%

$13,392-100.0%

RICHARD KOH, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RICHARD KOH, D.D.S., M.S., INC. 401(K) PROFIT SHARING 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