Retirement plan

WALLACE W. WONG, DDS 401(K) PROFIT SHARING PLAN

Name: WALLACE W. WONG, DDS PS - WALLACE W. WONG, DDS 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: WALLACE W. WONG, DDS PS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALLACE W. WONG, DDS 401(K) PROFIT SHARING PLAN, WALLACE W. WONG, DDS PS

WALLACE W. WONG, DDS PSEIN 91-2053826Plan #001PY 2025

914 140TH AVENUE NE, SUITE 102 - BELLEVUE, WA 98005425-746-7126LinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3M

+24.6% from 2024

Total participants

0.0% from 2024

Average account balance

$591,829

+24.6% from 2024

Annual return

18.48%

-6.44 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.96M

Not enough data

1 years with asset history on file

Average account balance

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

$592K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+18.48%

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

$591,829

$174,379+239.4%

$152,093+289.1%

$138,895+326.1%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

18.48%

74.86%-56.4pp

66.36%-47.9pp

145.39%-126.9pp

Employer contribution / active EE

$16,598

$4,652+256.8%

$4,175+297.6%

$4,194+295.7%

Participant deferral / active EE

$31,802

$6,159+416.3%

$5,451+483.4%

$6,396+397.2%

Admin fee / account holder

$16,880-100.0%

$14,497-100.0%

$12,562-100.0%

WALLACE W. WONG, DDS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WALLACE W. WONG, DDS 401(K) PROFIT SHARING 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