2023 Form 5500 filing — Lee Beverage Of Wisconsin, LLC 401(K) 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 20240731160112NAL0034478672001) for Lee Beverage Of Wisconsin, LLC 401(K) Plan, reported by Lee Beverage Of Wisconsin, LLC under EIN 39-1998988 and plan number 002. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731160112NAL0034478672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Beverage Of Wisconsin, LLC
- EIN
- 39-1998988
- Plan number
- 002
- Location
- Oshkosh, WI
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,782,864
- Net assets (EOY)
- $5,782,864
- Employer contributions
- $69,947
- Participant contributions
- $365,502
- Total income / additions
- $1,378,172
- Benefits paid
- $266,035
- Administrative expenses
- $46,553
- Total expenses
- $312,588
- Net increase / (decrease)
- $1,065,584
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | INVESTMENT ADVISOR | $19,892 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORD KEEPER | $17,239 | $0 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $11,407 | not reported in the loaded dataset |