Retirement plan

CHENG GARCIA HUYNH DENTAL CORP. RETIREMENT PLAN

Name: CHENG GARCIA HUYNH DENTAL CORPORATION - CHENG GARCIA HUYNH DENTAL CORP. RETIREMENT PLAN (2023) Form 5500
Creator: CHENG GARCIA HUYNH DENTAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHENG GARCIA HUYNH DENTAL CORP. RETIREMENT PLAN, CHENG GARCIA HUYNH DENTAL CORPORATION

CHENG GARCIA HUYNH DENTAL CORPORATIONEIN 46-3030144Plan #001PY 2023

10700 SANTA MONICA BLVD. STE. #140 - LOS ANGELES, CA 90025310-470-6121

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$454K

+208.0% from 2022

Total participants

+41.7% from 2022

Average account balance

$32,404

+98.0% from 2022

Annual return

28.74%

+28.74 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$963K

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$225K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+62.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$540

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 codes2E2F2G2J3D

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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$66 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.491%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,404

$77,908-58.4%

$149,696-78.4%

$75,173-56.9%

Participation rate

41.2%

65.6%-24.4pp

78.8%-37.6pp

67.2%-26.0pp

Annual return

28.74%

31.73%-3.0pp

134.46%-105.7pp

160.72%-132.0pp

Employer contribution / active EE

$2,480

$3,138-21.0%

$4,821-48.5%

$2,671-7.1%

Participant deferral / active EE

$5,285

$3,411+54.9%

$5,682-7.0%

$4,126+28.1%

Admin fee / account holder

$159

$5,950-97.3%

$13,212-98.8%

$5,651-97.2%

CHENG GARCIA HUYNH DENTAL CORP. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHENG GARCIA HUYNH DENTAL CORP. RETIREMENT 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