Retirement plan

YUH-HUEY WANG, M.D., INC. 401(K) PROFIT SHARING PLAN

Name: YUH-HUEY WANG, M.D., INC. - YUH-HUEY WANG, M.D., INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: YUH-HUEY WANG, M.D., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YUH-HUEY WANG, M.D., INC. 401(K) PROFIT SHARING PLAN, YUH-HUEY WANG, M.D., INC.

YUH-HUEY WANG, M.D., INC.EIN 95-4746570Plan #002PY 2015

23710 RIDGECREST CT. - DIAMOND BAR, CA 91765909-612-5835LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$2.1M assets

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$517K

No prior year

Total participants

No prior year

Average account balance

$39,757

No prior year

Annual return

-4.76%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.71M

Not enough data

1 years with asset history on file

Average account balance

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

$452K

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

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+15.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$913

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$364

$40 / participant

Other / not subdivided$364100.0%

% of EOY assets

0.070%

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

$39,757

$168,635-76.4%

$147,617-73.1%

$125,389-68.3%

Participation rate

88.9%

88.8%+0.1pp

84.6%+4.3pp

83.2%+5.7pp

Annual return

-4.76%

77.65%-82.4pp

61.98%-66.7pp

282.24%-287.0pp

Employer contribution / active EE

$2,976

$6,252-52.4%

$5,564-46.5%

$4,866-38.8%

Participant deferral / active EE

$3,822

$5,507-30.6%

$4,895-21.9%

$5,352-28.6%

Admin fee / account holder

$28

$13,580-99.8%

$11,612-99.8%

$9,541-99.7%

YUH-HUEY WANG, M.D., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YUH-HUEY WANG, M.D., INC. 401(K) PROFIT SHARING 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