Retirement plan

BUDWEISER-BUSCH DISTRIBUTION CO. INC. 401(K) PROFIT SHARING PLAN

Name: BUDWEISER-BUSCH DISTRIBUTING COMPANY, INC. - BUDWEISER-BUSCH DISTRIBUTION CO. INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BUDWEISER-BUSCH DISTRIBUTING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUDWEISER-BUSCH DISTRIBUTION CO. INC. 401(K) PROFIT SHARING PLAN, BUDWEISER-BUSCH DISTRIBUTING COMPANY, INC.

BUDWEISER-BUSCH DISTRIBUTING COMPANY, INC.EIN 63-0498766Plan #002PY 2017

1050 E I65 SERVICE ROAD N - MOBILE, AL 36617251-476-4311LinkedIn11-50 employeesfood & beverages

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$9.5M

+19.7% from 2016

Total participants

124

-1.6% from 2016

Average account balance

$84,814

+17.5% from 2016

Annual return

20.10%

+16.03 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.10M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

125

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.

65.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$464K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+20.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$377

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
REGIONS BANK2 years Service code 27 P.O. BOX 2527 · MOBILE, AL 36652	Advisory (Plan)	$29,116
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 60 · EIN 04-2647786	Sub-TA Fees	$136

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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$29K

$268 / participant

Other / not subdivided$29K100.0%

% of EOY assets

0.308%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SMITH, DUKES & BUCKALEW, LLP
Auditor EIN: 630191630
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,814

$71,192+19.1%

$117,861-28.0%

$62,293+36.2%

Participation rate

89.0%

74.2%+14.8pp

79.7%+9.3pp

69.5%+19.5pp

Annual return

20.10%

18.66%+1.4pp

335.11%-315.0pp

28.90%-8.8pp

Employer contribution / active EE

$1,164

$1,934-39.8%

$3,786-69.3%

$2,042-43.0%

Participant deferral / active EE

$2,872

$3,189-9.9%

$4,482-35.9%

$3,169-9.4%

Admin fee / account holder

$261

$587-55.5%

$8,021-96.7%

$479-45.5%

Provider

Service type

Compensation

REGIONS BANK2 years

Service code 27

P.O. BOX 2527 · MOBILE, AL 36652

Advisory (Plan)

$29,116

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$136

BUDWEISER-BUSCH DISTRIBUTION CO. INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUDWEISER-BUSCH DISTRIBUTION CO. INC. 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