Retirement plan

A. BOMMARITO WINES, INC. PROFIT SHARING PLAN

Name: A. BOMMARITO WINES, INC. - A. BOMMARITO WINES, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: A. BOMMARITO WINES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A. BOMMARITO WINES, INC. PROFIT SHARING PLAN, A. BOMMARITO WINES, INC.

A. BOMMARITO WINES, INC.EIN 43-1590569Plan #001PY 2024

2465 CENTERLINE INDUSTRIAL DRIVE - ST. LOUIS, MO 63043314-961-8996

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3M

+22.4% from 2023

Total participants

+8.5% from 2023

Average account balance

$48,234

+14.6% from 2023

Annual return

13.55%

-4.85 pp from 2023

Benchmarks

See 8,993 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort8,993 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.04M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

134.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$236K

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

+13.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$271

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$17K

$363 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.562%

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

$48,234

$101,795-52.6%

$165,100-70.8%

$80,959-40.4%

Participation rate

97.9%

71.8%+26.0pp

78.6%+19.2pp

67.7%+30.2pp

Annual return

13.55%

16.73%-3.2pp

70.21%-56.7pp

35.67%-22.1pp

Employer contribution / active EE

$1,812

$2,954-38.6%

$4,348-58.3%

$2,757-34.3%

Participant deferral / active EE

$3,212

$4,476-28.2%

$6,035-46.8%

$4,300-25.3%

Admin fee / account holder

$271

$8,221-96.7%

$12,696-97.9%

$6,925-96.1%

A. BOMMARITO WINES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A. BOMMARITO WINES, INC. 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