2023 Form 5500 filing — Lakeshore Beverage 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 20240927143846NAL0001125043001) for Lakeshore Beverage 401(K) Plan, reported by City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage under EIN 20-3389424 and plan number 001. It reports 425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927143846NAL0001125043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage
- EIN
- 20-3389424
- Plan number
- 001
- Location
- Clarksville, TN
- Participants
- 425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,816,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,816,629
- Employer contributions
- $434,540
- Participant contributions
- $1,104,756
- Total income / additions
- $5,681,678
- Benefits paid
- $885,830
- Administrative expenses
- $102,366
- Total expenses
- $1,006,471
- Net increase / (decrease)
- $4,675,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus & Company Inc | INVESTMENT ADVISORY | $56,537 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,829 | $0 |