Retirement plan

EPPIG BREWING 401(K)

Name: J&L EPPIG BREWING LLC - EPPIG BREWING 401(K) (2022) Form 5500
Creator: J&L EPPIG BREWING LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EPPIG BREWING 401(K), J&L EPPIG BREWING LLC

J&L EPPIG BREWING LLCEIN 47-4157382Plan #001PY 2022

1347 KEYSTONE WAY, SUITE C - VISTA, CA 92081858-344-3574

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$17K

No prior year

Total participants

No prior year

Average account balance

$776

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 4,973 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort4,973 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$101K

Not enough data

1 years with asset history on file

Average account balance

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

$4K

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.

82.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$880

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

+13.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$515

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 codes2E2J2F2G3D2T

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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$479

$18 / participant

Other / not subdivided$479100.0%

% of EOY assets

2.806%

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

$776

$27,632-97.2%

$61,452-98.7%

$68,486-98.9%

Participation rate

70.4%

39.5%+30.9pp

52.6%+17.8pp

67.9%+2.5pp

Annual return

0.00%

-13.24%+13.2pp

338.96%-339.0pp

-7.85%+7.9pp

Employer contribution / active EE

$696-100.0%

$1,160-100.0%

$2,597-100.0%

Participant deferral / active EE

$668

$1,264-47.2%

$2,125-68.6%

$4,028-83.4%

Admin fee / account holder

$22

$2,010-98.9%

$2,131-99.0%

$5,404-99.6%

EPPIG BREWING 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EPPIG BREWING 401(K)

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