Retirement plan

IMTECH GRAPHICS, INC. 401(K) PROFIT SHARING PLAN

Name: IMTECH GRAPHICS, INC. - IMTECH GRAPHICS, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: IMTECH GRAPHICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMTECH GRAPHICS, INC. 401(K) PROFIT SHARING PLAN, IMTECH GRAPHICS, INC.

IMTECH GRAPHICS, INC.EIN 22-3267246Plan #001PY 2016

545 DELL RD. - CARLSTADT, NJ 07072201-933-8002LinkedIn51-200 employeesprinting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.7M

No prior year

Total participants

140

No prior year

Average account balance

$116,113

No prior year

Annual return

6.23%

No prior year

Benchmarks

See 1,948 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,948 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.75M

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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.

101

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.

81.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$633K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11262

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

Top 5 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS1+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817	Advisory (Plan)	$12,473
PROFESSIONAL CAPITAL SERVICES, LLC1+ years Service code 13 · EIN 46-4091337	Contract Administrator	$7,118
MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years Service code 15 · EIN 04-1590850	Recordkeeping	$0
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 49 · EIN 51-0120742	Other Services	$0
UNITED BENEFIT PENSIONS INC.2+ years Service code 49 · EIN 36-4517541	Other Services	$0

Plan features & details

Pension benefit codes2E2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

$22K

$177 / participant

Investment mgmt$14K64.5%
Contract admin$6K28.3%
Other / not subdivided$2K7.2%

% of EOY assets

0.161%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HULSE & ASSOCIATES, PC
Auditor EIN: 223194968
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$116,113

$56,640+105.0%

$78,002+48.9%

$55,167+110.5%

Participation rate

82.4%

73.3%+9.1pp

75.5%+6.9pp

69.0%+13.4pp

Annual return

6.23%

2868.48%-2862.2pp

425.99%-419.8pp

169.23%-163.0pp

Employer contribution / active EE

$750

$1,724-56.5%

$2,470-69.7%

$1,963-61.8%

Participant deferral / active EE

$4,985

$2,778+79.5%

$3,497+42.6%

$3,054+63.2%

Admin fee / account holder

$187

$467-59.9%

$5,481-96.6%

$504-62.8%

Provider

Service type

Compensation

AMERICAN FUNDS1+ years

Filed as: THE CAPITAL GROUP INVESTMENT ADVISO

Service code 27

6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817

Advisory (Plan)

$12,473

PROFESSIONAL CAPITAL SERVICES, LLC1+ years

Service code 13 · EIN 46-4091337

Contract Administrator

$7,118

MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years

Service code 15 · EIN 04-1590850

Recordkeeping

UBS FINANCIAL SERVICES INC2+ years

Filed as: UBS FINANCIAL SVCS INS AGCY

Service code 49 · EIN 51-0120742

Other Services

UNITED BENEFIT PENSIONS INC.2+ years

Service code 49 · EIN 36-4517541

Other Services

IMTECH GRAPHICS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMTECH GRAPHICS, 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