Retirement plan

VU H. LE, D.D.S. CORPORATION PROFIT SHARING 401(K) PLAN

Name: VU H. LE, D.D.S. CORPORATION - VU H. LE, D.D.S. CORPORATION PROFIT SHARING 401(K) PLAN (2023) Form 5500
Creator: VU H. LE, D.D.S. CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VU H. LE, D.D.S. CORPORATION PROFIT SHARING 401(K) PLAN, VU H. LE, D.D.S. CORPORATION

VU H. LE, D.D.S. CORPORATIONEIN 83-0886067Plan #002PY 2023

526 SOQUEL AVENUE, SUITE E - SANTA CRUZ, CA 95062831-429-9901

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$69K

+238.3% from 2022

Total participants

0.0% from 2022

Average account balance

$8,618

+238.3% from 2022

Annual return

13.19%

+13.19 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

$120K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+5.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$353

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$451

$75 / participant

Other / not subdivided$451100.0%

% of EOY assets

0.654%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$8,618

$175,259-95.1%

$149,723-94.2%

$139,487-93.8%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

13.19%

166.82%-153.6pp

134.50%-121.3pp

373.84%-360.6pp

Employer contribution / active EE

$2,142

$5,478-60.9%

$4,821-55.6%

$4,755-54.9%

Participant deferral / active EE

$5,503

$6,522-15.6%

$5,682-3.2%

$6,713-18.0%

Admin fee / account holder

$56

$16,158-99.7%

$13,215-99.6%

$11,407-99.5%

VU H. LE, D.D.S. CORPORATION PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VU H. LE, D.D.S. CORPORATION PROFIT SHARING 401(K) PLAN

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