Retirement plan

YUAN ZAN JESSIE SHAW 401(K) PLAN

Name: YUAN ZAN JESSIE SHAW - YUAN ZAN JESSIE SHAW 401(K) PLAN (2022) Form 5500
Creator: YUAN ZAN JESSIE SHAW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YUAN ZAN JESSIE SHAW 401(K) PLAN, YUAN ZAN JESSIE SHAW

YUAN ZAN JESSIE SHAWEIN 95-4386687Plan #002PY 2022

458 W. PALM DRIVE - ARCADIA, CA 91007626-685-2858

Other plans on this EIN

1 filing

#001Retirement-$2.9M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.4M

-4.2% from 2021

Total participants

0.0% from 2021

Average account balance

$339,367

-4.2% from 2021

Annual return

-8.99%

-45.10 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$533K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$683

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$339,367

$138,114+145.7%

$125,391+170.6%

$134,545+152.2%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-8.99%

750.88%-759.9pp

572.41%-581.4pp

418.37%-427.4pp

Employer contribution / active EE

$40,500

$5,246+672.0%

$4,816+741.0%

$4,742+754.2%

Participant deferral / active EE

$27,000

$7,801+246.1%

$7,448+262.5%

$6,401+321.8%

Admin fee / account holder

$11,570-100.0%

$10,009-100.0%

$11,431-100.0%

YUAN ZAN JESSIE SHAW 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

YUAN ZAN JESSIE SHAW 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