Retirement plan

PENNSYLVANIA PURE DISTILLERIES 401(K) PLAN

Name: PENNSYLVANIA PURE DISTILLERIES, LLC - PENNSYLVANIA PURE DISTILLERIES 401(K) PLAN (2024) Form 5500
Creator: PENNSYLVANIA PURE DISTILLERIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENNSYLVANIA PURE DISTILLERIES 401(K) PLAN, PENNSYLVANIA PURE DISTILLERIES, LLC

PENNSYLVANIA PURE DISTILLERIES, LLCEIN 20-3158623Plan #001PY 2024

1101 WILLIAM FLYNN HIGHWAY - GLENSHAW, PA 15116412-486-8666boydandblair.comLinkedIn1-10 employeesfood & beverages

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$220K

+42.0% from 2023

Total participants

+6.7% from 2023

Average account balance

$13,751

+33.2% from 2023

Annual return

9.43%

-8.77 pp from 2023

Benchmarks

See 4,448 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,448 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$220K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$146

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 codes2E2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$2K

$234 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.065%

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

$13,751

$100,279-86.3%

$81,353-83.1%

$145,884-90.6%

Participation rate

100.0%

74.3%+25.7pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

9.43%

34.49%-25.1pp

24.82%-15.4pp

551.85%-542.4pp

Employer contribution / active EE

$2,348

$2,979-21.2%

$2,464-4.7%

$4,662-49.6%

Participant deferral / active EE

$2,904

$4,611-37.0%

$3,885-25.2%

$6,690-56.6%

Admin fee / account holder

$146

$8,206-98.2%

$5,766-97.5%

$13,392-98.9%

PENNSYLVANIA PURE DISTILLERIES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENNSYLVANIA PURE DISTILLERIES 401(K) 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