Retirement plan

IMPAQ 401(K) PROFIT SHARING PLAN

Name: ACCOUNTABILITY BUSINESS & HUMAN DEVELOPMENT, INC. DBA IMPAQ - IMPAQ 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: ACCOUNTABILITY BUSINESS & HUMAN DEVELOPMENT, INC. DBA IMPAQ
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMPAQ 401(K) PROFIT SHARING PLAN, ACCOUNTABILITY BUSINESS & HUMAN DEVELOPMENT, INC. DBA IMPAQ

ACCOUNTABILITY BUSINESS & HUMAN DEVELOPMENT, INC. DBA IMPAQEIN 33-0736838Plan #002PY 2019

3221 S. HILL STREET, #124 - LOS ANGELES, CA 900074636323-969-0088LinkedIn1-10 employeesmanagement consulting

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$404K

+29.4% from 2018

Total participants

+40.0% from 2018

Average account balance

$80,726

+3.5% from 2018

Annual return

0.71%

+6.48 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

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 codes2D2E2F2G2J2R3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$80,726

$157,304-48.7%

$141,197-42.8%

$152,909-47.2%

Participation rate

71.4%

84.8%-13.4pp

82.5%-11.0pp

Annual return

0.71%

64.34%-63.6pp

71.41%-70.7pp

345.46%-344.8pp

Employer contribution / active EE

$4,485

$5,263-14.8%

$4,736-5.3%

$4,764-5.9%

Participant deferral / active EE

$8,303

$7,111+16.8%

$6,710+23.7%

$5,851+41.9%

Admin fee / account holder

$12,126-100.0%

$10,265-100.0%

$11,601-100.0%

IMPAQ 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

IMPAQ 401(K) PROFIT SHARING 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