Retirement plan

AROUND THE HORN BREWING 401(K) PLAN

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

AROUND THE HORN BREWING COMPANY LLCEIN 84-2530848Plan #001PY 2024

17820 STATE HIGHWAY 120 - GROVELAND, CA 95321925-683-6812aroundthehornbeer.comLinkedIn1-10 employeesleisure, travel & tourism

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$80K

+49.0% from 2023

Total participants

+15.4% from 2023

Average account balance

$6,145

+26.1% from 2023

Annual return

14.84%

-16.11 pp from 2023

Benchmarks

See 4,447 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,447 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$80K

Not enough data

1 years with asset history on file

Average account balance

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

$6K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$75

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$979

$98 / participant

Other / not subdivided$979100.0%

% of EOY assets

1.226%

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

$6,145

$100,262-93.9%

$81,370-92.4%

$145,897-95.8%

Participation rate

80.0%

74.3%+5.7pp

69.5%+10.5pp

80.3%-0.3pp

Annual return

14.84%

34.52%-19.7pp

24.85%-10.0pp

552.29%-537.5pp

Employer contribution / active EE

$609

$2,979-79.5%

$2,464-75.3%

$4,663-86.9%

Participant deferral / active EE

$1,219

$4,612-73.6%

$3,885-68.6%

$6,689-81.8%

Admin fee / account holder

$75

$8,163-99.1%

$5,749-98.7%

$13,390-99.4%

AROUND THE HORN BREWING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AROUND THE HORN BREWING 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