Retirement plan

YONGQING FENG M.D. PROFESSIONAL CORPORATION 401(K) PLAN

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

YONGQING FENG M.D. PROFESSIONAL CORPORATIONEIN 46-2663979Plan #001PY 2021

18391 COLIMA ROAD, SUITE 208 - ROWLAND HEIGHTS, CA 91748626-688-3485

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$548K

+30.7% from 2020

Total participants

+50.0% from 2020

Average account balance

$182,693

-12.9% from 2020

Annual return

9.17%

-3.24 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$892K

Not enough data

1 years with asset history on file

Average account balance

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

$223K

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

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+11.59%

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 codes2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$182,693

$217,432-16.0%

$185,849-1.7%

$167,536+9.0%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

9.17%

148.42%-139.2pp

122.10%-112.9pp

478.82%-469.6pp

Employer contribution / active EE

$12,750

$5,875+117.0%

$5,169+146.7%

$4,839+163.5%

Participant deferral / active EE

$17,333

$6,357+172.6%

$5,569+211.3%

$6,342+173.3%

Admin fee / account holder

$19,818-100.0%

$16,244-100.0%

$12,315-100.0%

YONGQING FENG M.D. PROFESSIONAL CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

YONGQING FENG M.D. PROFESSIONAL CORPORATION 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