Retirement plan

INTERNATIONAL BENEFIT PLANNERS 401(K) PROFIT SHARING PLAN

Name: INTERNATIONAL BENEFIT PLANNERS, INC. - INTERNATIONAL BENEFIT PLANNERS 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: INTERNATIONAL BENEFIT PLANNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL BENEFIT PLANNERS 401(K) PROFIT SHARING PLAN, INTERNATIONAL BENEFIT PLANNERS, INC.

INTERNATIONAL BENEFIT PLANNERS, INC.EIN 95-4568183Plan #002PY 2017

3124 POPLAR BLVD., - ALHAMBRA, CA 91803626-300-8700LinkedIn11-50 employeesinsurance

Other plans on this EIN

1 filing

#001Retirement-$4.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+37.3% from 2016

Total participants

+25.0% from 2016

Average account balance

$80,667

+9.8% from 2016

Annual return

25.41%

+22.87 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$60K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7342

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 codes2E2G2J3D

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.
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.

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

$80,667

$171,867-53.1%

$149,721-46.1%

$147,586-45.3%

Participation rate

100.0%

88.2%+11.8pp

87.1%+12.9pp

82.8%+17.2pp

Annual return

25.41%

2113.36%-2088.0pp

1501.67%-1476.3pp

578.59%-553.2pp

Employer contribution / active EE

$3,102

$6,275-50.6%

$5,444-43.0%

$4,876-36.4%

Participant deferral / active EE

$7,631

$7,270+5.0%

$6,568+16.2%

$5,439+40.3%

Admin fee / account holder

$13,799-100.0%

$11,282-100.0%

$10,886-100.0%

INTERNATIONAL BENEFIT PLANNERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

INTERNATIONAL BENEFIT PLANNERS 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