Retirement plan

ISLAND MARKET COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: ISLAND MARKET COMPANY, INC. - ISLAND MARKET COMPANY, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: ISLAND MARKET COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ISLAND MARKET COMPANY, INC. 401(K) PROFIT SHARING PLAN, ISLAND MARKET COMPANY, INC.

ISLAND MARKET COMPANY, INC.EIN 91-1068839Plan #001PY 2019

P.O. BOX 307 - VASHON, WA 98070206-778-7141

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$68K

+181.4% from 2018

Total participants

0.0% from 2018

Average account balance

$22,522

+181.4% from 2018

Annual return

27.79%

+27.79 pp from 2018

Benchmarks

See 18,795 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,795 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$364K

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$486

$162 / participant

Other / not subdivided$486100.0%

% of EOY assets

0.719%

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

$22,522

$106,905-78.9%

$84,020-73.2%

$152,885-85.3%

Participation rate

100.0%

75.2%+24.8pp

69.0%+31.0pp

82.5%+17.5pp

Annual return

27.79%

105.00%-77.2pp

71.31%-43.5pp

345.39%-317.6pp

Employer contribution / active EE

$4,015

$2,735+46.8%

$1,984+102.4%

$4,763-15.7%

Participant deferral / active EE

$8,280

$4,012+106.4%

$3,239+155.6%

$5,851+41.5%

Admin fee / account holder

$162

$8,287-98.0%

$6,101-97.3%

$11,598-98.6%

ISLAND MARKET COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ISLAND MARKET COMPANY, INC. 401(K) PROFIT SHARING PLAN

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