Retirement plan

IN-COM DATA SYSTEMS, INC. PROFIT SHARING

Name: IN-COM DATA SYSTEMS, INC. - IN-COM DATA SYSTEMS, INC. PROFIT SHARING (2015) Form 5500
Creator: IN-COM DATA SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IN-COM DATA SYSTEMS, INC. PROFIT SHARING, IN-COM DATA SYSTEMS, INC.

IN-COM DATA SYSTEMS, INC.EIN 75-2714248Plan #001PY 2015

1810 CHEYENNE DR - RICHARDSON, TX 750802904214-774-2284

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$265K

No prior year

Total participants

No prior year

Average account balance

$20,359

No prior year

Annual return

7.89%

No prior year

Benchmarks

See 63 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Cohort63 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.77M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

107.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$182K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+20.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2311

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing 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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$20,359

$65,344-68.8%

$73,309-72.2%

Participation rate

0.0%

64.3%-64.3pp

74.9%-74.9pp

Annual return

7.89%

1.10%+6.8pp

5.67%+2.2pp

Employer contribution / active EE

$1,124-100.0%

$3,237-100.0%

Participant deferral / active EE

$3,573-100.0%

$4,991-100.0%

Admin fee / account holder

$988-100.0%

$5,635-100.0%

IN-COM DATA SYSTEMS, INC. PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

IN-COM DATA SYSTEMS, INC. PROFIT SHARING

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