Retirement plan

INCOLOR CONCEPTS, INC. 401(K) PROFIT SHARING PLAN

Name: INCOLOR CONCEPTS, INC. - INCOLOR CONCEPTS, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: INCOLOR CONCEPTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INCOLOR CONCEPTS, INC. 401(K) PROFIT SHARING PLAN, INCOLOR CONCEPTS, INC.

INCOLOR CONCEPTS, INC.EIN 20-3205943Plan #002PY 2022

31225 LA BAYA DRIVE, SUITE 206 - WESTLAKE VILLAGE, CA 91362213-624-4000LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$1.5M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$112K

-14.7% from 2021

Total participants

0.0% from 2021

Average account balance

$56,135

-14.7% from 2021

Annual return

-14.75%

-37.79 pp from 2021

Benchmarks

See 23,461 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,461 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$138K

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

25.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12688

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 codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$125

$18 / participant

Other / not subdivided$125100.0%

% of EOY assets

0.111%

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

$56,135

$142,409-60.6%

$119,634-53.1%

$134,545-58.3%

Participation rate

28.6%

82.8%-54.3pp

79.3%-50.7pp

81.2%-52.7pp

Annual return

-14.75%

-12.46%-2.3pp

-14.98%+0.2pp

418.37%-433.1pp

Employer contribution / active EE

$5,224-100.0%

$4,232-100.0%

$4,742-100.0%

Participant deferral / active EE

$6,468-100.0%

$5,601-100.0%

$6,401-100.0%

Admin fee / account holder

$63

$13,594-99.5%

$10,329-99.4%

$11,431-99.5%

INCOLOR CONCEPTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INCOLOR CONCEPTS, 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