Retirement plan

GARY WANG & ASSOCIATES INC PROFIT SHARING 401(K) PLAN

Name: GWA ARCHITECTURE INC. - GARY WANG & ASSOCIATES INC PROFIT SHARING 401(K) PLAN (2019) Form 5500
Creator: GWA ARCHITECTURE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARY WANG & ASSOCIATES INC PROFIT SHARING 401(K) PLAN, GWA ARCHITECTURE INC.

GWA ARCHITECTURE INC.EIN 95-4735105Plan #002PY 2019

1000 CORPORATE CENTER DR., STE. 550 - US MONTEREY PARK, CA 91754626-288-6898garywang.comLinkedIn11-50 employeesarchitecture & planning

Other plans on this EIN

1 filing

#001Retirement-$860K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$799K

+50.3% from 2018

Total participants

+13.0% from 2018

Average account balance

$30,719

+33.0% from 2018

Annual return

20.48%

+28.80 pp from 2018

Benchmarks

See 25,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,909 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.06M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$261K

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

+12.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1131

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 codes2J2E

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$135 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.441%

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

$30,719

$89,370-65.6%

$141,197-78.2%

$72,976-57.9%

Participation rate

100.0%

75.1%+24.9pp

82.5%+17.5pp

69.5%+30.5pp

Annual return

20.48%

111.88%-91.4pp

71.41%-50.9pp

81.02%-60.5pp

Employer contribution / active EE

$3,426

$3,115+10.0%

$4,736-27.7%

$2,440+40.4%

Participant deferral / active EE

$2,812

$5,419-48.1%

$6,710-58.1%

$3,608-22.1%

Admin fee / account holder

$135

$5,957-97.7%

$10,265-98.7%

$5,124-97.4%

GARY WANG & ASSOCIATES INC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GARY WANG & ASSOCIATES 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