Retirement plan

KUN HUANG, M.D., PH.D. DRS' MEDICAL OFFICE RETIREMENT PLAN

Name: KUN HUANG, M.D., PH.D. INC. - KUN HUANG, M.D., PH.D. DRS' MEDICAL OFFICE RETIREMENT PLAN (2020) Form 5500
Creator: KUN HUANG, M.D., PH.D. INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KUN HUANG, M.D., PH.D. DRS' MEDICAL OFFICE RETIREMENT PLAN, KUN HUANG, M.D., PH.D. INC.

KUN HUANG, M.D., PH.D. INC.EIN 47-4262238Plan #001PY 2020

400 EVELYN AVE., STE 107 - ALBANY, CA 947061350510-524-4040LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$4.8M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.7M

+24.2% from 2019

Total participants

-33.3% from 2019

Average account balance

$419,633

+86.3% from 2019

Annual return

14.50%

-9.34 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.32M

Not enough data

1 years with asset history on file

Average account balance

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

$886K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$227K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

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

+19.80%

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$372 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.066%

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

$419,633

$209,425+100.4%

$178,499+135.1%

$158,966+164.0%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

14.50%

188.80%-174.3pp

151.10%-136.6pp

302.95%-288.5pp

Employer contribution / active EE

$26,682

$5,707+367.5%

$5,011+432.4%

$4,762+460.2%

Participant deferral / active EE

$17,331

$5,955+191.0%

$5,202+233.1%

$5,983+189.7%

Admin fee / account holder

$279

$17,078-98.4%

$13,986-98.0%

$11,250-97.5%

KUN HUANG, M.D., PH.D. DRS' MEDICAL OFFICE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KUN HUANG, M.D., PH.D. DRS' MEDICAL OFFICE 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