Retirement plan

INTEGRILOGIC CORPORATION 401(K) PLAN

Name: INTEGRILOGIC CORPORATION - INTEGRILOGIC CORPORATION 401(K) PLAN (2023) Form 5500
Creator: INTEGRILOGIC CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRILOGIC CORPORATION 401(K) PLAN, INTEGRILOGIC CORPORATION

INTEGRILOGIC CORPORATIONEIN 58-2471089Plan #001PY 2023

1931 W. GRANT RD., STE. 310 - TUCSON, AZ 85745520-229-1611integrilogic.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$291K

+68.9% from 2022

Total participants

+8.3% from 2022

Average account balance

$22,414

+55.9% from 2022

Annual return

48.55%

+74.29 pp from 2022

Benchmarks

See 11,284 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort11,284 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$417K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+33.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$749

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$331 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.908%

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

$22,414

$105,160-78.7%

$94,679-76.3%

$139,456-83.9%

Participation rate

100.0%

82.4%+17.6pp

80.8%+19.2pp

80.3%+19.7pp

Annual return

48.55%

38.04%+10.5pp

156.75%-108.2pp

373.45%-324.9pp

Employer contribution / active EE

$2,025

$4,107-50.7%

$3,673-44.9%

$4,753-57.4%

Participant deferral / active EE

$2,368

$7,599-68.8%

$7,417-68.1%

$6,711-64.7%

Admin fee / account holder

$204

$8,988-97.7%

$7,233-97.2%

$11,407-98.2%

INTEGRILOGIC CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRILOGIC CORPORATION 401(K) 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