Retirement plan

BOOTLEGGER'S BREWERY 401(K) PLAN

Name: BOOTLEGGER'S BREWERY, LLC - BOOTLEGGER'S BREWERY 401(K) PLAN (2024) Form 5500
Creator: BOOTLEGGER'S BREWERY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOOTLEGGER'S BREWERY 401(K) PLAN, BOOTLEGGER'S BREWERY, LLC

BOOTLEGGER'S BREWERY, LLCEIN 20-5084957Plan #001PY 2024

130 S. HIGHLAND AVE. - FULLERTON, CA 92832714-871-2337bootleggers.beerLinkedIn11-50 employeesfood & beverages

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$247K

+12.6% from 2023

Total participants

-33.3% from 2023

Average account balance

$12,362

+23.9% from 2023

Annual return

12.63%

-2.76 pp from 2023

Benchmarks

See 4,447 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,447 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$247K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

250.0%

Not enough data

1 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

+12.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29

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 codes2E2G2J3D2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$588

$74 / participant

Other / not subdivided$588100.0%

% of EOY assets

0.238%

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

$12,362

$100,262-87.7%

$81,370-84.8%

$145,897-91.5%

Participation rate

50.0%

74.3%-24.3pp

69.5%-19.5pp

80.3%-30.3pp

Annual return

12.63%

34.52%-21.9pp

24.85%-12.2pp

552.29%-539.7pp

Employer contribution / active EE

$2,979-100.0%

$2,464-100.0%

$4,663-100.0%

Participant deferral / active EE

$4,612-100.0%

$3,885-100.0%

$6,689-100.0%

Admin fee / account holder

$29

$8,163-99.6%

$5,749-99.5%

$13,390-99.8%

BOOTLEGGER'S BREWERY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOOTLEGGER'S BREWERY 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