Retirement plan

YING PENG, MD, PH.D., INC. CASH BALANCE PLAN

Name: YING PENG, MD, PH.D., INC. - YING PENG, MD, PH.D., INC. CASH BALANCE PLAN (2022) Form 5500
Creator: YING PENG, MD, PH.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YING PENG, MD, PH.D., INC. CASH BALANCE PLAN, YING PENG, MD, PH.D., INC.

YING PENG, MD, PH.D., INC.EIN 46-3539094Plan #002PY 2022

333 CORPORATE DRIVE, SUITE 110 - LADERA RANCH, CA 92694714-813-0043LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$467K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

-6.0% from 2021

Total participants

0.0% from 2021

Average account balance

No prior year

Annual return

-15.54%

-26.83 pp from 2021

Benchmarks

See 13,095 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined benefit

Participants<25

Cohort13,095 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.36M

Not enough data

1 years with asset history on file

Average account balance

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

$590K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$165K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+9.46%

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$12K

$3930 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.732%

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

$278,553-100.0%

$267,477-100.0%

$349,369-100.0%

Participation rate

0.0%

44.1%-44.1pp

35.5%-35.5pp

44.4%-44.4pp

Annual return

-15.54%

-41.92%+26.4pp

-38.86%+23.3pp

-14.65%-0.9pp

Employer contribution / active EE

$54,578

$40,095+36.1%

$37,752+44.6%

$46,321+17.8%

Participant deferral / active EE

$13-100.0%

$16-100.0%

$60-100.0%

Admin fee / account holder

$15,763-100.0%

$16,942-100.0%

$14,582-100.0%

YING PENG, MD, PH.D., INC. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YING PENG, MD, PH.D., INC. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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