Retirement plan

ICX TRANSPORTATION GROUP, INC. 401(K) PLAN

Name: ICX TRANSPORTATION GROUP, INC. - ICX TRANSPORTATION GROUP, INC. 401(K) PLAN (2017) Form 5500
Creator: ICX TRANSPORTATION GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ICX TRANSPORTATION GROUP, INC. 401(K) PLAN, ICX TRANSPORTATION GROUP, INC.

ICX TRANSPORTATION GROUP, INC.EIN 20-4846523Plan #001PY 2017

P. O. BOX 634 - STILLWATER, OK 74076415-559-2150icxtg.comLinkedIn1-10 employeesinformation technology and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

+36.6% from 2016

Total participants

0.0% from 2016

Average account balance

$145,850

+36.6% from 2016

Annual return

19.53%

-19.11 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.92M

Not enough data

1 years with asset history on file

Average account balance

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

$302K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$219K

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

+14.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2129

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 codes2E2F2G2J3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$145,850

$91,037+60.2%

$71,671+103.5%

$147,586-1.2%

Participation rate

100.0%

76.1%+23.9pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

19.53%

20.48%-0.9pp

20.65%-1.1pp

578.59%-559.1pp

Employer contribution / active EE

$7,767

$3,327+133.4%

$2,460+215.7%

$4,876+59.3%

Participant deferral / active EE

$12,094

$4,498+168.9%

$3,438+251.8%

$5,439+122.4%

Admin fee / account holder

$8,613-100.0%

$5,558-100.0%

$10,886-100.0%

ICX TRANSPORTATION GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ICX TRANSPORTATION GROUP, INC. 401(K) 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