Retirement plan

CONCEPTS IN CONFIDENCE, INC. 401(K) PLAN

Name: CONCEPTS IN CONFIDENCE, INC. - CONCEPTS IN CONFIDENCE, INC. 401(K) PLAN (2017) Form 5500
Creator: CONCEPTS IN CONFIDENCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONCEPTS IN CONFIDENCE, INC. 401(K) PLAN, CONCEPTS IN CONFIDENCE, INC.

CONCEPTS IN CONFIDENCE, INC.EIN 65-1118451Plan #002PY 2017

2500 QUANTUM LAKES DRIVE, SUITE 214 - BOYNTON BEACH, FL 33426561-369-1700conceptsinconfidence.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$3.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$169K

No prior year

Total participants

No prior year

Average account balance

$33,712

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.15M

Not enough data

1 years with asset history on file

Average account balance

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

$430K

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

$144K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+15.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2113

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 codes2E2G2J3D

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.
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.

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

$33,712

$144,130-76.6%

$117,861-71.4%

$147,586-77.2%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

0.00%

531.20%-531.2pp

335.11%-335.1pp

578.59%-578.6pp

Employer contribution / active EE

$21,713

$4,897+343.4%

$3,786+473.5%

$4,876+345.3%

Participant deferral / active EE

$13,600

$5,316+155.8%

$4,482+203.4%

$5,439+150.1%

Admin fee / account holder

$10,887-100.0%

$8,021-100.0%

$10,886-100.0%

CONCEPTS IN CONFIDENCE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CONCEPTS IN CONFIDENCE, INC. 401(K) 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