Retirement plan

ZUPNIK, CHEN, & YEN, D.D.S., P.A 401(K) PROFIT SHARING PLAN AND TRUST

Name: ZUPNIK, CHEN, YEN & WONG, D.D.S., P.A. - ZUPNIK, CHEN, & YEN, D.D.S., P.A 401(K) PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: ZUPNIK, CHEN, YEN & WONG, D.D.S., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZUPNIK, CHEN, & YEN, D.D.S., P.A 401(K) PROFIT SHARING PLAN AND TRUST, ZUPNIK, CHEN, YEN & WONG, D.D.S., P.A.

ZUPNIK, CHEN, YEN & WONG, D.D.S., P.A.EIN 52-0940633Plan #001PY 2020

8218 WISCONSIN AVENUE, SUITE 401 - BETHESDA, MD 20814301-656-0331LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.8M

+19.6% from 2019

Total participants

0.0% from 2019

Average account balance

$201,656

+19.6% from 2019

Annual return

19.93%

+3.74 pp from 2019

Benchmarks

See 102,125 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,125 peers

Snapshot2020

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.31M

Not enough data

1 years with asset history on file

Average account balance

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

$204K

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.

136.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$248K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$774

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.

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$193K

$11382 / participant

Other / not subdivided$193K100.0%

% of EOY assets

5.050%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$201,656

$209,411-3.7%

$178,490+13.0%

$158,922+26.9%

Participation rate

94.1%

86.3%+7.8pp

81.9%+12.2pp

82.0%+12.2pp

Annual return

19.93%

188.75%-168.8pp

151.07%-131.1pp

302.83%-282.9pp

Employer contribution / active EE

$3,043

$5,706-46.7%

$5,011-39.3%

$4,761-36.1%

Participant deferral / active EE

$6,849

$5,954+15.0%

$5,202+31.7%

$5,982+14.5%

Admin fee / account holder

$10,184

$17,074-40.4%

$13,984-27.2%

$11,246-9.4%

ZUPNIK, CHEN, & YEN, D.D.S., P.A 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZUPNIK, CHEN, & YEN, D.D.S., P.A 401(K) PROFIT SHARING PLAN AND TRUST

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