Retirement plan

INTELLECTUAL CAPITAL SERVICES INC. 401(K) PROFIT SHARING PLAN

Name: INTELLECTUAL CAPITAL SERVICES INC. - INTELLECTUAL CAPITAL SERVICES INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: INTELLECTUAL CAPITAL SERVICES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTELLECTUAL CAPITAL SERVICES INC. 401(K) PROFIT SHARING PLAN, INTELLECTUAL CAPITAL SERVICES INC.

INTELLECTUAL CAPITAL SERVICES INC.EIN 20-0115016Plan #001PY 2015

350 5TH AVENUE, 59TH FL. - NEW YORK, NY 10118212-601-2722intelcs.comLinkedIn11-50 employeesmanagement consulting

Other plans on this EIN

1 filing

#002Retirement-$714K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$468K

No prior year

Total participants

No prior year

Average account balance

$155,929

No prior year

Annual return

-10.78%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.01M

Not enough data

1 years with asset history on file

Average account balance

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

$503K

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

$215K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$54K

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

+6.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1361

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 codes2D2E2G2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$155,929

$127,387+22.4%

$115,038+35.5%

$125,389+24.4%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-10.78%

31.28%-42.1pp

26.14%-36.9pp

282.24%-293.0pp

Employer contribution / active EE

$5,166-100.0%

$4,608-100.0%

$4,866-100.0%

Participant deferral / active EE

$12,000

$6,423+86.8%

$6,026+99.1%

$5,352+124.2%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

INTELLECTUAL CAPITAL SERVICES INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

INTELLECTUAL CAPITAL SERVICES INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion