Retirement plan

ID CONSULTANTS INC PROFIT SHARING PLAN AND TRUST

Name: ID CONSULTANTS OF NORTHEAST OH INC - ID CONSULTANTS INC PROFIT SHARING PLAN AND TRUST (2023) Form 5500
Creator: ID CONSULTANTS OF NORTHEAST OH INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ID CONSULTANTS INC PROFIT SHARING PLAN AND TRUST, ID CONSULTANTS OF NORTHEAST OH INC

ID CONSULTANTS OF NORTHEAST OH INCEIN 86-3013957Plan #002PY 2023

C/O 20600 CHAGRIN BLVD., 701 - SHAKER HEIGHTS, OH 441225398216-561-9200

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17.9M

+22.7% from 2022

Total participants

0.0% from 2022

Average account balance

No prior year

Annual return

21.26%

+39.80 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.97M

Not enough data

1 years with asset history on file

Average account balance

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

$640K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$910K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+10.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J2E3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$396K

$13196 / participant

Other / not subdivided$396K100.0%

% of EOY assets

2.215%

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

$77,908-100.0%

$149,696-100.0%

$75,173-100.0%

Participation rate

0.0%

65.6%-65.6pp

78.8%-78.8pp

67.2%-67.2pp

Annual return

21.26%

31.73%-10.5pp

134.46%-113.2pp

160.72%-139.5pp

Employer contribution / active EE

$10,612

$3,138+238.2%

$4,821+120.1%

$2,671+297.3%

Participant deferral / active EE

$9,441

$3,411+176.8%

$5,682+66.2%

$4,126+128.8%

Admin fee / account holder

$5,950-100.0%

$13,212-100.0%

$5,651-100.0%

ID CONSULTANTS INC PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ID CONSULTANTS INC PROFIT SHARING PLAN AND TRUST

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