Retirement plan

COUNTERWEIGHT BREWING COMPANY, LLC 401(K) PLAN

Name: COUNTERWEIGHT BREWING COMPANY, LLC - COUNTERWEIGHT BREWING COMPANY, LLC 401(K) PLAN (2024) Form 5500
Creator: COUNTERWEIGHT BREWING COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COUNTERWEIGHT BREWING COMPANY, LLC 401(K) PLAN, COUNTERWEIGHT BREWING COMPANY, LLC

COUNTERWEIGHT BREWING COMPANY, LLCEIN 81-1020077Plan #001PY 2024

7 DIANA COURT - CHESHIRE, CT 06410203-806-1216

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$899K

+26.0% from 2023

Total participants

+41.2% from 2023

Average account balance

$39,094

-6.9% from 2023

Annual return

13.03%

-21.72 pp from 2023

Benchmarks

See 23,862 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,862 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$899K

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34

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 codes2E2G2J2T

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$776

$32 / participant

Other / not subdivided$776100.0%

% of EOY assets

0.086%

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

$39,094

$166,242-76.5%

$165,071-76.3%

$145,884-73.2%

Participation rate

95.8%

82.0%+13.8pp

78.6%+17.2pp

80.3%+15.5pp

Annual return

13.03%

100.44%-87.4pp

70.17%-57.1pp

551.85%-538.8pp

Employer contribution / active EE

$1,339

$5,283-74.7%

$4,347-69.2%

$4,662-71.3%

Participant deferral / active EE

$2,546

$6,964-63.4%

$6,035-57.8%

$6,690-61.9%

Admin fee / account holder

$34

$16,658-99.8%

$12,695-99.7%

$13,392-99.7%

COUNTERWEIGHT BREWING COMPANY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COUNTERWEIGHT BREWING COMPANY, LLC 401(K) 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