Retirement plan

INTERNATIONAL BENEFIT PLANNERS 401(K) PROFIT SHARING PLAN

Name: INTERNATIONAL BENEFIT PLANNERS, INC. - INTERNATIONAL BENEFIT PLANNERS 401(K) PROFIT SHARING PLAN (2020) 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 2020

3737 E. GREEN STREET - PASADENA, CA 91007626-300-8034LinkedIn11-50 employeesinsurance

Other plans on this EIN

1 filing

#001Retirement-$6.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

+19.6% from 2019

Total participants

-14.3% from 2019

Average account balance

$123,816

+39.5% from 2019

Annual return

10.51%

-1.11 pp from 2019

Benchmarks

See 32,149 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort32,149 peers

Snapshot2020

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.

Expense breakdown

Schedule H Part II

Admin total

$3K

$197 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.133%

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

$123,816

$197,637-37.4%

$177,848-30.4%

$158,982-22.1%

Participation rate

100.0%

88.5%+11.5pp

87.7%+12.3pp

82.0%+18.0pp

Annual return

10.51%

58.77%-48.3pp

48.33%-37.8pp

302.99%-292.5pp

Employer contribution / active EE

$3,735

$6,698-44.2%

$5,919-36.9%

$4,763-21.6%

Participant deferral / active EE

$7,703

$8,405-8.3%

$7,714-0.1%

$5,983+28.7%

Admin fee / account holder

$165

$15,406-98.9%

$12,431-98.7%

$11,252-98.5%

INTERNATIONAL BENEFIT PLANNERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL BENEFIT PLANNERS 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