Retirement plan

DEBLASIO BEVERAGE CO., INC. EMPLOYEES 401(K) PROFIT SHARING PLAN

Name: DEBLASIO BEVERAGE CO., INC. - DEBLASIO BEVERAGE CO., INC. EMPLOYEES 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: DEBLASIO BEVERAGE CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEBLASIO BEVERAGE CO., INC. EMPLOYEES 401(K) PROFIT SHARING PLAN, DEBLASIO BEVERAGE CO., INC.

DEBLASIO BEVERAGE CO., INC.EIN 25-1153906Plan #001PY 2019

1 DEBLASIO DRIVE - CANONSBURG, PA 153171770412-745-4380LinkedIn11-50 employeescomputer software

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+38.1% from 2018

Total participants

+8.0% from 2018

Average account balance

$76,407

+32.4% from 2018

Annual return

24.29%

+30.85 pp from 2018

Benchmarks

See 22,306 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,306 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.87M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

121.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$160K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5553

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 codes2E2G2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$573

$27 / participant

Other / not subdivided$573100.0%

% of EOY assets

0.031%

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

$76,407

$152,612-49.9%

$125,192-39.0%

$152,897-50.0%

Participation rate

85.7%

83.3%+2.4pp

79.8%+5.9pp

82.5%+3.3pp

Annual return

24.29%

54.85%-30.6pp

43.79%-19.5pp

345.43%-321.1pp

Employer contribution / active EE

$5,136

$4,947+3.8%

$3,866+32.9%

$4,764+7.8%

Participant deferral / active EE

$3,604

$5,868-38.6%

$4,937-27.0%

$5,851-38.4%

Admin fee / account holder

$24

$13,437-99.8%

$9,704-99.8%

$11,599-99.8%

DEBLASIO BEVERAGE CO., INC. EMPLOYEES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEBLASIO BEVERAGE CO., INC. EMPLOYEES 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