2023 Form 5500 filing — Alliance Beverage Distributing LLC Employees 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 20240812092043NAL0005093027001) for Alliance Beverage Distributing LLC Employees Retirement Plan, reported by Alliance Beverage Distributing LLC under EIN 46-2038111 and plan number 001. It reports 511 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812092043NAL0005093027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance Beverage Distributing LLC
- EIN
- 46-2038111
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 511
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,264,993
- Net assets (EOY)
- $26,264,993
- Employer contributions
- $601,845
- Participant contributions
- $1,464,122
- Total income / additions
- $6,099,390
- Benefits paid
- $1,720,890
- Administrative expenses
- $108,746
- Total expenses
- $1,857,295
- Net increase / (decrease)
- $4,242,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Huntington National Bank | INVESTMENT ADVISORY-PLAN | $29,817 | $0 |
| Transamerica Retirement Solutions | RECORDKEEPER | $24,695 | $0 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY-PLAN | $19,245 | not reported in the loaded dataset |
| The W.L. Burmeister Company | RECORDKEEPER | $12,400 | $0 |
| Leafhouse Financial Advisors | INVESTMENT ADVISORY-PLAN | $11,589 | $0 |
| Crowe Llp | AUDIT | $11,000 | not reported in the loaded dataset |