Retirement plan

STANLEY JIAN CHEN RETIREMENT PLAN

Name: SLEEP AND HEALTH MEDICINE - STANLEY JIAN CHEN RETIREMENT PLAN (2023) Form 5500
Creator: SLEEP AND HEALTH MEDICINE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STANLEY JIAN CHEN RETIREMENT PLAN, SLEEP AND HEALTH MEDICINE

SLEEP AND HEALTH MEDICINEEIN 81-5002905Plan #002PY 2023

14419 3RD DR. SE - MILL CREEK, WA 98012908-392-3429

Other plans on this EIN

1 filing

#001Retirement-$2.3M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

+44.7% from 2022

Total participants

+50.0% from 2022

Average account balance

$524,626

-3.5% from 2022

Annual return

38.88%

+66.48 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.92M

Not enough data

1 years with asset history on file

Average account balance

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

$641K

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

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+18.14%

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.

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

$524,626

$175,259+199.3%

$149,723+250.4%

$139,487+276.1%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

38.88%

166.82%-127.9pp

134.50%-95.6pp

373.84%-335.0pp

Employer contribution / active EE

$1,128

$5,478-79.4%

$4,821-76.6%

$4,755-76.3%

Participant deferral / active EE

$20,000

$6,522+206.7%

$5,682+252.0%

$6,713+197.9%

Admin fee / account holder

$16,158-100.0%

$13,215-100.0%

$11,407-100.0%

STANLEY JIAN CHEN RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STANLEY JIAN CHEN RETIREMENT 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