Retirement plan

CONCEPTS IN CONFIDENCE, INC. 401(K) PLAN

Name: CONCEPTS IN CONFIDENCE, INC. - CONCEPTS IN CONFIDENCE, INC. 401(K) PLAN (2019) 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 2019

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+40.3% from 2018

Total participants

0.0% from 2018

Average account balance

$266,917

+40.3% from 2018

Annual return

21.31%

-341.07 pp from 2018

Benchmarks

See 22,305 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,305 peers

Snapshot2019

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$266,917

$152,619+74.9%

$125,195+113.2%

$152,909+74.6%

Participation rate

100.0%

83.3%+16.7pp

79.8%+20.2pp

82.5%+17.5pp

Annual return

21.31%

54.85%-33.5pp

43.79%-22.5pp

345.46%-324.2pp

Employer contribution / active EE

$22,102

$4,947+346.7%

$3,866+471.7%

$4,764+363.9%

Participant deferral / active EE

$14,030

$5,869+139.1%

$4,937+184.2%

$5,851+139.8%

Admin fee / account holder

$13,437-100.0%

$9,704-100.0%

$11,601-100.0%

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