Retirement plan

FLOORPLANDATA, INC. RETIREMENT PLAN

Name: FLOORPLANDATA, INC. - FLOORPLANDATA, INC. RETIREMENT PLAN (2025) Form 5500
Creator: FLOORPLANDATA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLOORPLANDATA, INC. RETIREMENT PLAN, FLOORPLANDATA, INC.

FLOORPLANDATA, INC.EIN 93-1666785Plan #001PY 2025

1130 SOUTH CANAL STREET #1422 - CHICAGO, IL 60607844-222-6974

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

+9.5% from 2024

Total participants

0.0% from 2024

Average account balance

$368,022

+9.5% from 2024

Annual return

4.92%

+45.79 pp from 2024

Benchmarks

See 9,464 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,464 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.21M

Not enough data

1 years with asset history on file

Average account balance

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

$368K

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

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+4.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$157

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 codes2E2J2G2R3D

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$941

$188 / participant

Other / not subdivided$941100.0%

% of EOY assets

0.043%

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

$368,022

$102,609+258.7%

$98,090+275.2%

$138,895+165.0%

Participation rate

100.0%

82.8%+17.2pp

81.5%+18.5pp

79.9%+20.1pp

Annual return

4.92%

36.44%-31.5pp

37.05%-32.1pp

145.39%-140.5pp

Employer contribution / active EE

$7,404

$3,867+91.5%

$3,606+105.3%

$4,194+76.5%

Participant deferral / active EE

$11,076

$8,167+35.6%

$7,845+41.2%

$6,396+73.2%

Admin fee / account holder

$157

$11,434-98.6%

$11,815-98.7%

$12,562-98.8%

FLOORPLANDATA, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLOORPLANDATA, INC. RETIREMENT 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