Retirement plan

RICKEY L. FONG, D.D.S. PROFIT SHARING 401(K) PLAN

Name: RICKEY L. FONG, D.D.S. - RICKEY L. FONG, D.D.S. PROFIT SHARING 401(K) PLAN (2024) Form 5500
Creator: RICKEY L. FONG, D.D.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICKEY L. FONG, D.D.S. PROFIT SHARING 401(K) PLAN, RICKEY L. FONG, D.D.S.

RICKEY L. FONG, D.D.S.EIN 77-0396043Plan #001PY 2024

621 E. CAMPBELL AVENUE, SUITE 4 - CAMPBELL, CA 950082126408-374-0501

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4.5M

+40.5% from 2023

Total participants

0.0% from 2023

Average account balance

$1,489,700

+40.5% from 2023

Annual return

39.08%

-10.17 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.47M

Not enough data

1 years with asset history on file

Average account balance

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

$1.5M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+39.08%

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

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

$1,489,700

$183,516+711.8%

$155,534+857.8%

$145,884+921.2%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

39.08%

61.43%-22.3pp

64.92%-25.8pp

551.85%-512.8pp

Employer contribution / active EE

$4,465

$5,315-16.0%

$4,675-4.5%

$4,662-4.2%

Participant deferral / active EE

$10,167

$6,467+57.2%

$5,630+80.6%

$6,690+52.0%

Admin fee / account holder

$19,293-100.0%

$15,900-100.0%

$13,392-100.0%

RICKEY L. FONG, D.D.S. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RICKEY L. FONG, D.D.S. PROFIT SHARING 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