2023 Form 5500 filing — Silver Springs Bottled Water Co. Employees Savings Trust
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 20240923130521NAL0011383793001) for Silver Springs Bottled Water Co. Employees Savings Trust, reported by Silver Springs Bottled Water Co. under EIN 65-0238875 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923130521NAL0011383793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Silver Springs Bottled Water Co.
- EIN
- 65-0238875
- Plan number
- 001
- Location
- Ocala, FL
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,617,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,617,066
- Employer contributions
- $375,955
- Participant contributions
- $676,002
- Total income / additions
- $2,557,664
- Benefits paid
- $1,008,852
- Administrative expenses
- $11,776
- Total expenses
- $1,020,628
- Net increase / (decrease)
- $1,537,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $22,296 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,678 | $0 |
| Retirement Solutions Specialists Ll | CONTRACT ADMINISTRATOR | $3,098 | $3,716 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |