Retirement plan

DUMRONG TANGCHITNOB, M.D., INC. 401(K) PLAN

Name: DUMRONG TANGCHITNOB, M.D., INC. - DUMRONG TANGCHITNOB, M.D., INC. 401(K) PLAN (2022) Form 5500
Creator: DUMRONG TANGCHITNOB, M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUMRONG TANGCHITNOB, M.D., INC. 401(K) PLAN, DUMRONG TANGCHITNOB, M.D., INC.

DUMRONG TANGCHITNOB, M.D., INC.EIN 95-4551631Plan #002PY 2022

935 ROSE DRIVE - GLENDORA, CA 91740626-338-5377

Other plans on this EIN

1 filing

#001Retirement-$3.7M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

-10.2% from 2021

Total participants

+25.0% from 2021

Average account balance

$308,526

-28.1% from 2021

Annual return

-14.27%

-54.51 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.27M

Not enough data

1 years with asset history on file

Average account balance

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

$654K

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

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+35.18%

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 codes2E2G2J3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$730

$243 / participant

Other / not subdivided$730100.0%

% of EOY assets

0.047%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$308,526

$167,353+84.4%

$143,797+114.6%

$134,545+129.3%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-14.27%

0.48%-14.7pp

-0.04%-14.2pp

418.37%-432.6pp

Employer contribution / active EE

$5,677

$5,620+1.0%

$4,952+14.6%

$4,742+19.7%

Participant deferral / active EE

$18,000

$6,447+179.2%

$5,638+219.2%

$6,401+181.2%

Admin fee / account holder

$146

$18,096-99.2%

$14,679-99.0%

$11,431-98.7%

DUMRONG TANGCHITNOB, M.D., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUMRONG TANGCHITNOB, M.D., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion