Retirement plan

COMPLETE IMAGING CORPORATION 401K PLAN

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

COMPLETE IMAGING CORPORATIONEIN 26-0341213Plan #001PY 2024

1924 ART SCHOOL ROAD - CHESTER SPRINGS, PA 19425610-827-9684completeimagingcorp.comLinkedIn1-10 employees

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$536K

+12.1% from 2023

Total participants

0.0% from 2023

Average account balance

$267,867

+12.1% from 2023

Annual return

4.16%

+1.66 pp from 2023

Benchmarks

See 8,606 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,606 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$536K

Not enough data

1 years with asset history on file

Average account balance

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

$268K

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

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+4.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J2R2T3D

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$267,867

$125,184+114.0%

$105,607+153.6%

$145,884+83.6%

Participation rate

100.0%

77.6%+22.4pp

75.3%+24.7pp

80.3%+19.7pp

Annual return

4.16%

225.00%-220.8pp

116.11%-111.9pp

551.85%-547.7pp

Employer contribution / active EE

$3,640

$3,720-2.1%

$3,167+14.9%

$4,662-21.9%

Participant deferral / active EE

$15,250

$5,714+166.9%

$5,011+204.3%

$6,690+128.0%

Admin fee / account holder

$17,133-100.0%

$10,958-100.0%

$13,392-100.0%

COMPLETE IMAGING CORPORATION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COMPLETE IMAGING CORPORATION 401K 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