Retirement plan

INTERPHASE ELECTRICAL SPECIALTIES RETIREMENT PLAN

Name: INTERPHASE ELECTRICAL SPECIALTIES, INC. - INTERPHASE ELECTRICAL SPECIALTIES RETIREMENT PLAN (2017) Form 5500
Creator: INTERPHASE ELECTRICAL SPECIALTIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERPHASE ELECTRICAL SPECIALTIES RETIREMENT PLAN, INTERPHASE ELECTRICAL SPECIALTIES, INC.

INTERPHASE ELECTRICAL SPECIALTIES, INC.EIN 31-1547376Plan #001PY 2017

P.O. BOX 55486 - LEXINGTON, KY 40555859-252-3501LinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$64K

No prior year

Total participants

No prior year

Average account balance

$3,380

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 1,269 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,269 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$556K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

68.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2G2J2T2E3D

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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$3,380

$96,965-96.5%

$97,995-96.6%

$147,586-97.7%

Participation rate

84.2%

83.6%+0.6pp

82.4%+1.8pp

82.8%+1.4pp

Annual return

0.00%

24.11%-24.1pp

23.94%-23.9pp

578.59%-578.6pp

Employer contribution / active EE

$1,163

$4,536-74.4%

$4,158-72.0%

$4,876-76.1%

Participant deferral / active EE

$2,115

$5,081-58.4%

$5,097-58.5%

$5,439-61.1%

Admin fee / account holder

$8,120-100.0%

$5,943-100.0%

$10,886-100.0%

INTERPHASE ELECTRICAL SPECIALTIES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

INTERPHASE ELECTRICAL SPECIALTIES RETIREMENT 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