Retirement plan

INTELLIGENT PRODUCTS MARKETING, 401(K) PROFIT SHARING PLAN

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

INTELLIGENT PRODUCTS MARKETING, INC.EIN 94-3083158Plan #003PY 2019

3160 CROW CANYON PLACE, STE 145 - SAN RAMON, CA 94583925-837-8000

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$4.5M

+31.4% from 2018

Total participants

0.0% from 2018

Average account balance

$560,528

+31.4% from 2018

Annual return

24.94%

+30.61 pp from 2018

Benchmarks

See 22,306 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,306 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.80M

Not enough data

1 years with asset history on file

Average account balance

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

$982K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$172K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+30.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4387

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$560,528

$152,612+267.3%

$125,192+347.7%

$152,897+266.6%

Participation rate

100.0%

83.3%+16.7pp

79.8%+20.2pp

82.5%+17.5pp

Annual return

24.94%

54.85%-29.9pp

43.79%-18.9pp

345.43%-320.5pp

Employer contribution / active EE

$15,525

$4,947+213.8%

$3,866+301.6%

$4,764+225.9%

Participant deferral / active EE

$11,917

$5,868+103.1%

$4,937+141.4%

$5,851+103.7%

Admin fee / account holder

$13,437-100.0%

$9,704-100.0%

$11,599-100.0%

INTELLIGENT PRODUCTS MARKETING, 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

INTELLIGENT PRODUCTS MARKETING, 401(K) PROFIT SHARING PLAN

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