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 (2024) 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 2024

30 LOG BRIDGE ROAD, BUILDING 300, UNIT 301 - MIDDLETON, MA 01949978-767-4177

Other plans on this EIN

1 filing

#001Retirement-$1.6M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$810K

-75.5% from 2023

Total participants

+5.3% from 2023

Average account balance

$21,316

-77.5% from 2023

Annual return

-92.07%

-87.29 pp from 2023

Benchmarks

See 9,339 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,339 peers

Snapshot2024

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$224K

$8948 / participant

Other / not subdivided$224K100.0%

% of EOY assets

27.618%

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

$21,316

$71,197-70.1%

$93,669-77.2%

$80,925-73.7%

Participation rate

92.0%

60.4%+31.6pp

68.7%+23.3pp

67.7%+24.3pp

Annual return

-92.07%

11.27%-103.3pp

133.59%-225.7pp

35.65%-127.7pp

Employer contribution / active EE

$21,932

$1,565+1301.7%

$2,424+805.0%

$2,756+695.7%

Participant deferral / active EE

$4,036-100.0%

$4,416-100.0%

$4,299-100.0%

Admin fee / account holder

$5,887

$6,959-15.4%

$8,291-29.0%

$6,940-15.2%

GLOBAL BEER NETWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GLOBAL BEER NETWORK, INC. EMPLOYEE STOCK OWNERSHIP 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