Retirement plan

GLOBAL BEER NETWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: WIN-IT-TOO, INC. DBA GLOBAL BEER NETWORK - GLOBAL BEER NETWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2020) Form 5500
Creator: WIN-IT-TOO, INC. DBA GLOBAL BEER NETWORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLOBAL BEER NETWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN, WIN-IT-TOO, INC. DBA GLOBAL BEER NETWORK

WIN-IT-TOO, INC. DBA GLOBAL BEER NETWORKEIN 77-0370729Plan #002PY 2020

30 LOG BRIDGE ROAD, BUILDING 300, UNIT 301 - MIDDLETON, MA 01949805-680-6042

Other plans on this EIN

1 filing

#001Retirement-$1.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.1M

No prior year

Total participants

No prior year

Average account balance

$64,463

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 9,300 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,300 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$449K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+91.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

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

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

$64,463

$65,034-0.9%

$90,970-29.1%

$79,856-19.3%

Participation rate

100.0%

61.6%+38.4pp

69.0%+31.0pp

69.6%+30.4pp

Annual return

0.00%

30.45%-30.5pp

134.60%-134.6pp

31.71%-31.7pp

Employer contribution / active EE

$17,814

$1,247+1328.0%

$2,122+739.6%

$2,471+620.9%

Participant deferral / active EE

$2,512-100.0%

$3,373-100.0%

$3,741-100.0%

Admin fee / account holder

$4,536-100.0%

$5,961-100.0%

$5,306-100.0%

GLOBAL BEER NETWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GLOBAL BEER NETWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion