Retirement plan

INDEPENDENT CONCRETE PUMPING CORPORATION PROFIT SHARING PLAN

Name: INDEPENDENT CONCRETE PUMPING CORP. - INDEPENDENT CONCRETE PUMPING CORPORATION PROFIT SHARING PLAN (2017) Form 5500
Creator: INDEPENDENT CONCRETE PUMPING CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDEPENDENT CONCRETE PUMPING CORPORATION PROFIT SHARING PLAN, INDEPENDENT CONCRETE PUMPING CORP.

INDEPENDENT CONCRETE PUMPING CORP.EIN 04-2702017Plan #001PY 2017

PO BOX 203 - WAKEFIELD, MA 018800403781-246-0423

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.2M

+19.1% from 2016

Total participants

0.0% from 2016

Average account balance

$198,097

+19.1% from 2016

Annual return

12.72%

+14.90 pp from 2016

Benchmarks

See 8,098 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,098 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.59M

Not enough data

1 years with asset history on file

Average account balance

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

$383K

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.

108.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$222K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+6.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5410

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 codes2E2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$69

$4 / participant

Other / not subdivided$69100.0%

% of EOY assets

0.002%

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

$198,097

$104,251+90.0%

$91,004+117.7%

$147,586+34.2%

Participation rate

100.0%

78.2%+21.8pp

75.6%+24.4pp

82.8%+17.2pp

Annual return

12.72%

27.06%-14.3pp

4.60%+8.1pp

578.59%-565.9pp

Employer contribution / active EE

$9,481

$3,116+204.3%

$2,456+286.1%

$4,876+94.4%

Participant deferral / active EE

$2,963

$4,195-29.4%

$3,548-16.5%

$5,439-45.5%

Admin fee / account holder

$8,948-100.0%

$5,417-99.9%

$10,886-100.0%

INDEPENDENT CONCRETE PUMPING CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDEPENDENT CONCRETE PUMPING CORPORATION 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