Retirement plan

GARY KWOK-YING LAM, D.P.M., A PROFESSIONAL CORP. 401K PLAN

Name: GARY KWOK-YING LAM, D.P.M., A PROFESSIONAL CORP - GARY KWOK-YING LAM, D.P.M., A PROFESSIONAL CORP. 401K PLAN (2024) Form 5500
Creator: GARY KWOK-YING LAM, D.P.M., A PROFESSIONAL CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARY KWOK-YING LAM, D.P.M., A PROFESSIONAL CORP. 401K PLAN, GARY KWOK-YING LAM, D.P.M., A PROFESSIONAL CORP

GARY KWOK-YING LAM, D.P.M., A PROFESSIONAL CORPEIN 45-5133049Plan #001PY 2024

410 16TH AVE - SAN FRANCISCO, CA 941182812415-845-9383

Other plans on this EIN

1 filing

#002Retirement-$1.1M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$368K

+19.9% from 2023

Total participants

+25.0% from 2023

Average account balance

$73,633

-4.1% from 2023

Annual return

0.87%

-0.67 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

$368K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+0.87%

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$73,633

$183,539-59.9%

$155,556-52.7%

$145,897-49.5%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

0.87%

61.31%-60.4pp

64.84%-64.0pp

552.29%-551.4pp

Employer contribution / active EE

$1,213

$5,315-77.2%

$4,675-74.1%

$4,663-74.0%

Participant deferral / active EE

$13,375

$6,467+106.8%

$5,631+137.5%

$6,689+99.9%

Admin fee / account holder

$19,275-100.0%

$15,885-100.0%

$13,390-100.0%

GARY KWOK-YING LAM, D.P.M., A PROFESSIONAL CORP. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GARY KWOK-YING LAM, D.P.M., A PROFESSIONAL CORP. 401K 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