Retirement plan

SPMK COMMUNICATIONS, LTD. 401(K) PROFIT SHARING PLAN

Name: SPMK COMMUNICATIONS, LTD. - SPMK COMMUNICATIONS, LTD. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SPMK COMMUNICATIONS, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPMK COMMUNICATIONS, LTD. 401(K) PROFIT SHARING PLAN, SPMK COMMUNICATIONS, LTD.

SPMK COMMUNICATIONS, LTD.EIN 26-2869878Plan #002PY 2018

3735 CHEROKEE STREET - KENNESAW, GA 30144678-797-3800LinkedIn1-10 employeesinformation services

Other plans on this EIN

1 filing

#001Retirement-$2.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$654K

+13.9% from 2017

Total participants

0.0% from 2017

Average account balance

$163,403

+13.9% from 2017

Annual return

-3.39%

-20.90 pp from 2017

Benchmarks

See 8,369 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,369 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.87M

Not enough data

1 years with asset history on file

Average account balance

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

$374K

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

$211K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

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

+4.04%

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Expense breakdown

Schedule H Part II

Admin total

$53

$13 / participant

Other / not subdivided$53100.0%

% of EOY assets

0.008%

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

$163,403

$97,020+68.4%

$83,322+96.1%

$135,379+20.7%

Participation rate

100.0%

80.4%+19.6pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-3.39%

12.31%-15.7pp

10.64%-14.0pp

519.79%-523.2pp

Employer contribution / active EE

$14,044

$4,144+238.9%

$3,379+315.6%

$4,779+193.9%

Participant deferral / active EE

$10,750

$5,964+80.2%

$5,565+93.2%

$5,609+91.7%

Admin fee / account holder

$13

$8,426-99.8%

$7,540-99.8%

$10,828-99.9%

SPMK COMMUNICATIONS, LTD. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPMK COMMUNICATIONS, LTD. 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