Retirement plan

CATHERINE CHEUNG, A PROF. CORP. PROFIT SHARING PLAN

Name: CATHERINE CHEUNG, A PROF. CORP. - CATHERINE CHEUNG, A PROF. CORP. PROFIT SHARING PLAN (2021) Form 5500
Creator: CATHERINE CHEUNG, A PROF. CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATHERINE CHEUNG, A PROF. CORP. PROFIT SHARING PLAN, CATHERINE CHEUNG, A PROF. CORP.

CATHERINE CHEUNG, A PROF. CORP.EIN 94-3383622Plan #002PY 2021

32 ULLOA STREET - SAN FRANCISCO, CA 94127415-681-0613LinkedIn1-10 employeesaccounting

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.4M

+10.4% from 2020

Total participants

0.0% from 2020

Average account balance

$280,724

+10.4% from 2020

Annual return

7.61%

-0.98 pp from 2020

Benchmarks

See 126,102 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,102 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.69M

Not enough data

1 years with asset history on file

Average account balance

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

$338K

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

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+19.45%

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$280,724

$176,105+59.4%

$159,474+76.0%

$167,536+67.6%

Participation rate

100.0%

85.0%+15.0pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

7.61%

331.91%-324.3pp

263.68%-256.1pp

478.82%-471.2pp

Employer contribution / active EE

$1,697

$5,299-68.0%

$4,831-64.9%

$4,839-64.9%

Participant deferral / active EE

$5,400

$7,751-30.3%

$7,353-26.6%

$6,342-14.9%

Admin fee / account holder

$12,559-100.0%

$10,802-100.0%

$12,315-100.0%

CATHERINE CHEUNG, A PROF. CORP. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CATHERINE CHEUNG, A PROF. CORP. 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