Retirement plan

HING WA LEE, INC. PROFIT SHARING 401(K) PLAN

Name: HING WA LEE, INC. - HING WA LEE, INC. PROFIT SHARING 401(K) PLAN (2025) Form 5500
Creator: HING WA LEE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HING WA LEE, INC. PROFIT SHARING 401(K) PLAN, HING WA LEE, INC.

HING WA LEE, INC.EIN 95-4621285Plan #001PY 2025

19345 SAN JOSE AVE - CITY OF INDUSTRY, CA 917481420909-869-0900

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$377K

+62.7% from 2024

Total participants

+5.9% from 2024

Average account balance

$20,929

+53.7% from 2024

Annual return

15.59%

+7.19 pp from 2024

Benchmarks

See 7,537 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,537 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$377K

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$186

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$186 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.888%

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

$20,929

$123,155-83.0%

$108,753-80.8%

$155,188-86.5%

Participation rate

100.0%

75.6%+24.4pp

71.1%+28.9pp

80.8%+19.2pp

Annual return

15.59%

44.73%-29.1pp

37.47%-21.9pp

148.84%-133.2pp

Employer contribution / active EE

$1,735

$2,811-38.3%

$2,427-28.5%

$4,248-59.2%

Participant deferral / active EE

$4,514

$4,623-2.4%

$4,115+9.7%

$6,531-30.9%

Admin fee / account holder

$186

$12,126-98.5%

$10,320-98.2%

$14,480-98.7%

HING WA LEE, INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HING WA LEE, INC. PROFIT SHARING 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