Retirement plan

I-GO VAN & STORAGE COMPANY 401(K) PROFIT SHARING PLAN

Name: I-GO VAN & STORAGE COMPANY - I-GO VAN & STORAGE COMPANY 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: I-GO VAN & STORAGE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, I-GO VAN & STORAGE COMPANY 401(K) PROFIT SHARING PLAN, I-GO VAN & STORAGE COMPANY

I-GO VAN & STORAGE COMPANYEIN 47-0197690Plan #001PY 2023

9820 SOUTH 142ND STREET - OMAHA, NE 68138402-891-6737

Other plans on this EIN

1 filing

#002Retirement-$100K assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.9M

+13.6% from 2022

Total participants

0.0% from 2022

Average account balance

$429,921

+13.6% from 2022

Annual return

12.56%

+24.53 pp from 2022

Benchmarks

See 9,387 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,387 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.02M

Not enough data

1 years with asset history on file

Average account balance

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

$439K

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.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+8.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37837

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 codes2E2J2F2G3D2T

Plan features

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$71K

$5897 / participant

Other / not subdivided$71K100.0%

% of EOY assets

1.029%

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

$429,921

$85,024+405.6%

$70,544+509.4%

$139,466+208.3%

Participation rate

100.0%

73.9%+26.1pp

68.4%+31.6pp

80.3%+19.7pp

Annual return

12.56%

30.39%-17.8pp

32.79%-20.2pp

373.66%-361.1pp

Employer contribution / active EE

$4,167

$3,912+6.5%

$2,976+40.0%

$4,754-12.4%

Participant deferral / active EE

$4,963

$5,891-15.8%

$4,568+8.6%

$6,712-26.1%

Admin fee / account holder

$4,423

$8,928-50.5%

$6,427-31.2%

$11,409-61.2%

I-GO VAN & STORAGE COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

I-GO VAN & STORAGE COMPANY 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