Retirement plan

GROUND UP COFFEE & TEA LLC PROFIT SHARING PLAN II

Name: GROUND UP COFFEE & TEA LLC - GROUND UP COFFEE & TEA LLC PROFIT SHARING PLAN II (2024) Form 5500
Creator: GROUND UP COFFEE & TEA LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GROUND UP COFFEE & TEA LLC PROFIT SHARING PLAN II, GROUND UP COFFEE & TEA LLC

GROUND UP COFFEE & TEA LLCEIN 47-5639520Plan #003PY 2024

363 SEVENTH AVENUE, 10TH FLOOR - NEW YORK, NY 10001212-756-1276gucoffeetea.netLinkedIn11-50 employeesfood & beverages

Other plans on this EIN

2 filings

#001Retirement-$991K assets #002Retirement-$124K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$518K

+60.6% from 2023

Total participants

-7.7% from 2023

Average account balance

$43,162

+20.4% from 2023

Annual return

12.55%

-7.90 pp from 2023

Benchmarks

See 23,882 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,882 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$579K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13020

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$288 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.668%

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

$43,162

$166,131-74.0%

$164,975-73.8%

$145,877-70.4%

Participation rate

100.0%

82.0%+18.0pp

78.6%+21.4pp

80.3%+19.7pp

Annual return

12.55%

100.37%-87.8pp

70.12%-57.6pp

551.28%-538.7pp

Employer contribution / active EE

$4,245

$5,276-19.5%

$4,343-2.2%

$4,663-9.0%

Participant deferral / active EE

$8,666

$6,962+24.5%

$6,033+43.6%

$6,691+29.5%

Admin fee / account holder

$288

$16,648-98.3%

$12,688-97.7%

$13,402-97.8%

GROUND UP COFFEE & TEA LLC PROFIT SHARING PLAN II

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GROUND UP COFFEE & TEA LLC PROFIT SHARING PLAN II

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