Profile
Infotree Service Inc 401k Profit Sharing Plan and Trust in Plymouth, MI is in Michigan, its EIN is 223877100, its industry group is Employment Services, its plan administrator is Adam Brown, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 561300, has 50 to 99 total participants, is better than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, yield on beginning-of-plan-year total assets, and diversity of asset types (5 total), and is worse than the overall participant averages in each of average account balance, employer contributions per active participant, and total administrative expense per participant.
Numeric values:
- total assets at beginning of plan year ($1,769,336)
- total assets ($1,603,498)
- net assets (assets minus liabilities) ($1.60M)
- value of interest in registered investment companies (e.g., mutual funds) ($1.40M)
- cash contributions from participants ($204,232)
- total contributions ($204,232)
- value of interest in common/collective trusts ($156,680)
- total expenses ($95,215)
- average account balance ($17,242)
- other administrative expenses ($11,718)
- total administrative expenses ($11,718)
- average participant cash contribution per active participant ($7,042)
- average employer+participant cash contribution per active participant ($7,042)
- total administrative expense per participant ($126.00)
- total noninterest-bearing cash ($0)
- receivables - employer contributions ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- participant loans ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- cash contributions from employers ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- average employer cash contribution per active participant ($0.00)
- net income per total participant (-$1,783)
- total income (-$70,623)
- net income (-$165,838)
- earnings on investments (-$283,179)
- net earnings on investments (-$283,179)
- percentage of active participants (31.2%)
- diversity of asset types (10.1%)
- total administrative expense ratio (0.730%)
- participant loans as a percentage of plan assets (0.00%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- growth in total assets during the plan year (-9.4%)
- yield on beginning-of-plan-year total assets (-16.00%)
- active participants (29)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (93)
- other retired or separated participants entitled to future benefits (64)
- retired or separated participants receiving benefits (0)
- total participants (93)