2023 Form 5500 filing — Markstein Beverage Co. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708154629NAL0012572577002) for Markstein Beverage Co. 401(K) Retirement Plan, reported by Markstein Sales Co. under EIN 94-1307057 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708154629NAL0012572577002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Markstein Sales Co.
- EIN
- 94-1307057
- Plan number
- 001
- Location
- Antioch, CA
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,034,396
- Net assets (EOY)
- $11,034,396
- Employer contributions
- $202,430
- Participant contributions
- $756,910
- Total income / additions
- $2,956,389
- Benefits paid
- $661,942
- Total expenses
- $661,942
- Net increase / (decrease)
- $2,294,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $46,064 | $0 |
| Newfront Financial Services | BROKER | $0 | $19,208 |