Retirement plan

FREDERICK CHUN, D.M.D., INC. 401(K) PLAN

Name: FREDERICK CHUN, D.M.D., INC. - FREDERICK CHUN, D.M.D., INC. 401(K) PLAN (2021) Form 5500
Creator: FREDERICK CHUN, D.M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FREDERICK CHUN, D.M.D., INC. 401(K) PLAN, FREDERICK CHUN, D.M.D., INC.

FREDERICK CHUN, D.M.D., INC.EIN 45-3727554Plan #001PY 2021

1745 GAMAY CT. - TULARE, CA 932746274818-282-6018

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$509K

+31.9% from 2020

Total participants

0.0% from 2020

Average account balance

$508,641

+31.9% from 2020

Annual return

22.56%

+7.64 pp from 2020

Benchmarks

See 103,228 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,228 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$669K

Not enough data

1 years with asset history on file

Average account balance

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

$669K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.99%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4081

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3K

$2969 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.584%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$508,641

$217,402+134.0%

$185,823+173.7%

$167,490+203.7%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

22.56%

148.36%-125.8pp

122.05%-99.5pp

478.56%-456.0pp

Employer contribution / active EE

$16,411

$5,873+179.4%

$5,167+217.6%

$4,837+239.2%

Participant deferral / active EE

$19,500

$6,356+206.8%

$5,568+250.2%

$6,341+207.5%

Admin fee / account holder

$2,969

$19,811-85.0%

$16,237-81.7%

$12,309-75.9%

FREDERICK CHUN, D.M.D., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FREDERICK CHUN, D.M.D., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion