Retirement plan

BEST EASTERN ACUPUNCTURE & HERB CLINIC CORP. 401(K) PLAN

Name: BEST EASTERN ACUPUNCTURE & HERB CLINIC CORP. - BEST EASTERN ACUPUNCTURE & HERB CLINIC CORP. 401(K) PLAN (2021) Form 5500
Creator: BEST EASTERN ACUPUNCTURE & HERB CLINIC CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEST EASTERN ACUPUNCTURE & HERB CLINIC CORP. 401(K) PLAN, BEST EASTERN ACUPUNCTURE & HERB CLINIC CORP.

BEST EASTERN ACUPUNCTURE & HERB CLINIC CORP.EIN 95-3898840Plan #002PY 2021

1042 S SAN GABRIEL BLVD - SAN GABRIEL, CA 917763113626-287-3512

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.7M

+641.5% from 2020

Total participants

0.0% from 2020

Average account balance

$566,041

+641.5% from 2020

Annual return

624.30%

+608.77 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.47M

Not enough data

1 years with asset history on file

Average account balance

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

$618K

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

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+20.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25000

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 codes2J

Plan features

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.

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

$566,041

$217,432+160.3%

$185,849+204.6%

$167,536+237.9%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

624.30%

148.42%+475.9pp

122.10%+502.2pp

478.82%+145.5pp

Employer contribution / active EE

$5,110

$5,875-13.0%

$5,169-1.1%

$4,839+5.6%

Participant deferral / active EE

$8,000

$6,357+25.8%

$5,569+43.7%

$6,342+26.1%

Admin fee / account holder

$19,818-100.0%

$16,244-100.0%

$12,315-100.0%

BEST EASTERN ACUPUNCTURE & HERB CLINIC CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BEST EASTERN ACUPUNCTURE & HERB CLINIC CORP. 401(K) 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