Retirement plan

CHINATOWN PHARMACY 401(K) PLAN

Name: CHINATOWN PHARMACY, INC. - CHINATOWN PHARMACY 401(K) PLAN (2024) Form 5500
Creator: CHINATOWN PHARMACY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHINATOWN PHARMACY 401(K) PLAN, CHINATOWN PHARMACY, INC.

CHINATOWN PHARMACY, INC.EIN 47-5552705Plan #001PY 2024

709 N. HILL ST, #21 - LOS ANGELES, CA 90012213-687-9999

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$474K

+31.5% from 2023

Total participants

+8.3% from 2023

Average account balance

$39,519

+31.5% from 2023

Annual return

15.31%

-4.02 pp from 2023

Benchmarks

See 22,272 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,272 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$474K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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

$58K

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

+15.31%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$39,519

$111,878-64.7%

$93,727-57.8%

$145,897-72.9%

Participation rate

90.0%

74.2%+15.8pp

68.7%+21.3pp

80.3%+9.7pp

Annual return

15.31%

204.28%-189.0pp

133.83%-118.5pp

552.29%-537.0pp

Employer contribution / active EE

$1,061

$3,092-65.7%

$2,421-56.2%

$4,663-77.2%

Participant deferral / active EE

$4,768

$4,920-3.1%

$4,417+7.9%

$6,689-28.7%

Admin fee / account holder

$10,256-100.0%

$8,292-100.0%

$13,390-100.0%

CHINATOWN PHARMACY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHINATOWN PHARMACY 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