2023 Form 5500 filing — Excel Bottling Company 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 20240912142840NAL0010263249001) for Excel Bottling Company 401(K) Plan, reported by Excel Bottling Company under EIN 37-0960892 and plan number 002. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240912142840NAL0010263249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Excel Bottling Company
- EIN
- 37-0960892
- Plan number
- 002
- Location
- Breese, IL
- Participants
- 35
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,438,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,438,809
- Employer contributions
- $65,458
- Participant contributions
- $124,102
- Total income / additions
- $556,156
- Benefits paid
- $184,943
- Administrative expenses
- $923
- Total expenses
- $185,866
- Net increase / (decrease)
- $370,290
- Schedule source
- Schedule I