Retirement plan

WU & LAN DDS RETIREMENT PLAN

Name: Y.M.WU, DDS & C.H.LAN, DDS, PROFESSIONAL CORP. - WU & LAN DDS RETIREMENT PLAN (2017) Form 5500
Creator: Y.M.WU, DDS & C.H.LAN, DDS, PROFESSIONAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WU & LAN DDS RETIREMENT PLAN, Y.M.WU, DDS & C.H.LAN, DDS, PROFESSIONAL CORP.

Y.M.WU, DDS & C.H.LAN, DDS, PROFESSIONAL CORP.EIN 94-3259412Plan #001PY 2017

4988 PASEO PADRE PKWY #204 - FREMONT, CA 94555510-928-1808

Other plans on this EIN

1 filing

#002Retirement-$1.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$900K

+47.2% from 2016

Total participants

+8.7% from 2016

Average account balance

$35,993

+35.4% from 2016

Annual return

16.34%

+11.59 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.63M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

147.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$207

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 codes2E2F2G2J3D

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.
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

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

$35,993

$198,461-81.9%

$170,436-78.9%

$147,585-75.6%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

16.34%

257.30%-241.0pp

205.94%-189.6pp

578.57%-562.2pp

Employer contribution / active EE

$4,448

$6,184-28.1%

$5,433-18.1%

$4,876-8.8%

Participant deferral / active EE

$4,980

$5,629-11.5%

$4,939+0.8%

$5,439-8.4%

Admin fee / account holder

$16,852-100.0%

$13,880-100.0%

$10,885-100.0%

WU & LAN DDS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WU & LAN DDS 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