Plan5500

Breakthru Beverage Illinois Belleville, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Breakthru Beverage Illinois Belleville, LLC (EIN 37-1367202) is a plan sponsor located in Belleville, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
37-1367202
Location
Belleville, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Breakthru Beverage Illinois Belleville, LLC

  • 2 loaded plans hold $2.4M in reported assets.
  • The largest, Breakthru Beverage Illinois Belleville, LLC 401(K) Profit Sharing Plan, holds 81% of this company's reported plan assets.
  • Plans cover 31 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4MSummed across loaded plans$2,363,506
Total reported assets$2.4M$2,363,506
Total reported participants31
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$76.2K
Participant contributions$111.1K
Total income / additions$472.9K
Expenses & distributions
Benefits paid / distributions$114.5K
Total expenses$118.8K
Net increase / (decrease)$354.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets81%Breakthru Beverage Illinois Belleville, LLC 401(K) Profit Sharing Plan
Participants per plan16Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Breakthru Beverage Illinois Belleville, LLC 401(K) Profit Sharing Plan$1.9M
    Plan #001 · 14 participants · 2023
  2. 2
    Breakthru Beverage Illinois Belleville, LLC Local 50 401(K) Plan$450.8K
    Plan #002 · 17 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Breakthru Beverage Illinois Belleville, LLC. Open one for its full reported snapshot.

  1. 2023
    Breakthru Beverage Illinois Belleville, LLC Local 50 401(K) Plan17 participants · 2Sch I
    View filing →
  2. 2023
    Breakthru Beverage Illinois Belleville, LLC 401(K) Profit Sharing Plan14 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Breakthru Beverage Illinois Belleville, LLC report on Form 5500?
Breakthru Beverage Illinois Belleville, LLC (EIN 37-1367202) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Breakthru Beverage Illinois Belleville, LLC?
The Employer Identification Number (EIN) reported for Breakthru Beverage Illinois Belleville, LLC is 37-1367202.
What is the latest Form 5500 filing year for Breakthru Beverage Illinois Belleville, LLC?
The latest loaded Form 5500 filing year for Breakthru Beverage Illinois Belleville, LLC is 2023.

Related Form 5500 pages