Retirement plan

IN-COM DATA SYSTEMS, INC. PROFIT SHARING/401K

Name: IN-COM DATA SYSTEMS, INC. - IN-COM DATA SYSTEMS, INC. PROFIT SHARING/401K (2019) 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/401K, IN-COM DATA SYSTEMS, INC.

IN-COM DATA SYSTEMS, INC.EIN 75-2714248Plan #001PY 2019

720 W ARAPAHO RD - RICHARDSON, TX 750804136214-774-2284

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$553K

+32.4% from 2018

Total participants

+8.3% from 2018

Average account balance

$42,575

+22.3% from 2018

Annual return

17.66%

+22.88 pp from 2018

Benchmarks

See 40 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Cohort40 peers

Snapshot2019

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 codes2E3D2J

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$41K

Other / not subdivided$41K100.0%

% of EOY assets

7.483%

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

$42,575

$81,746-47.9%

$91,994-53.7%

Participation rate

0.0%

77.1%-77.1pp

78.6%-78.6pp

Annual return

17.66%

33.91%-16.3pp

69.04%-51.4pp

Employer contribution / active EE

$2,156-100.0%

$3,453-100.0%

Participant deferral / active EE

$5,408-100.0%

$5,924-100.0%

Admin fee / account holder

$3,186

$1,446+120.4%

$7,744-58.9%

IN-COM DATA SYSTEMS, INC. PROFIT SHARING/401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IN-COM DATA SYSTEMS, INC. PROFIT SHARING/401K

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