Retirement plan

YANG PETER MA 401(K) PLAN

Name: PETER YANG MA MEDICAL INC. - YANG PETER MA 401(K) PLAN (2019) Form 5500
Creator: PETER YANG MA MEDICAL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YANG PETER MA 401(K) PLAN, PETER YANG MA MEDICAL INC.

PETER YANG MA MEDICAL INC.EIN 71-0878453Plan #002PY 2019

612 W. DUARTE RD., STE 505 - ARCADIA, CA 91007626-294-9978LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$4.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+50.0% from 2018

Total participants

+75.0% from 2018

Average account balance

$229,411

-0.0% from 2018

Annual return

24.91%

+27.37 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.01M

Not enough data

1 years with asset history on file

Average account balance

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

$715K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$212K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+15.55%

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 codes2E2F2G2J

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.

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

$229,411

$202,342+13.4%

$172,753+32.8%

$152,909+50.0%

Participation rate

85.7%

87.1%-1.3pp

82.6%+3.1pp

82.5%+3.3pp

Annual return

24.91%

1029.88%-1005.0pp

803.00%-778.1pp

345.46%-320.6pp

Employer contribution / active EE

$14,857

$5,857+153.6%

$5,144+188.8%

$4,764+211.9%

Participant deferral / active EE

$18,000

$5,948+202.6%

$5,198+246.3%

$5,851+207.6%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

YANG PETER MA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

YANG PETER MA 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