Retirement plan

IMPALA PRESS LTD. 401(K) PLAN

Name: IMPALA PRESS LTD. - IMPALA PRESS LTD. 401(K) PLAN (2024) Form 5500
Creator: IMPALA PRESS LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMPALA PRESS LTD. 401(K) PLAN, IMPALA PRESS LTD.

IMPALA PRESS LTD.EIN 11-2209120Plan #001PY 2024

931 SOUTH 2ND STREET - LAKE RONKONKOMA, NY 11779631-588-4262impalapress.comLinkedIn1-10 employeespublishing

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$109K

+36.0% from 2023

Total participants

0.0% from 2023

Average account balance

$18,137

+36.0% from 2023

Annual return

12.69%

-10.50 pp from 2023

Benchmarks

See 8,599 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,599 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$109K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

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

+12.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1787

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$11K

$2145 / participant

Other / not subdivided$11K100.0%

% of EOY assets

9.854%

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

$18,137

$125,190-85.5%

$105,624-82.8%

$145,897-87.6%

Participation rate

100.0%

77.6%+22.4pp

75.3%+24.7pp

80.3%+19.7pp

Annual return

12.69%

225.22%-212.5pp

116.20%-103.5pp

552.29%-539.6pp

Employer contribution / active EE

$2,043

$3,720-45.1%

$3,168-35.5%

$4,663-56.2%

Participant deferral / active EE

$3,791

$5,716-33.7%

$5,013-24.4%

$6,689-43.3%

Admin fee / account holder

$1,787

$17,138-89.6%

$10,961-83.7%

$13,390-86.7%

IMPALA PRESS LTD. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMPALA PRESS LTD. 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