Suncoast Beverage Sales, 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, Suncoast Beverage Sales, LLC (EIN 65-0191376) is a plan sponsor located in Fort Myers, FL 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
65-0191376
Location
Fort Myers, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,818,423
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,818,423

Contributions & income

Employer contributions
$338,605
Participant contributions
$890,157
Total income / additions
$3,199,999

Expenses & distributions

Benefits paid / distributions
$1,082,865
Total expenses
$1,219,481
Net increase / (decrease)
$1,980,518

Coverage

Total reported participants
696
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Suncoast Beverage Sales, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Suncoast Beverage Sales 401(K) Profit Sharing Plan & Trust001368$12,818,4232023
Suncoast Beverage Sales Welfare Benefit Plan501328not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Suncoast Beverage Sales, LLC
YearPlanParticipantsSchedulesFiling
2023Suncoast Beverage Sales 401(K) Profit Sharing Plan & Trust368H, C20240905094819NAL0010303459001
2023Suncoast Beverage Sales Welfare Benefit Plan32820240927131943NAL0004335394001

Related Form 5500 pages