2023 Form 5500 filing — The Refresco Usa 401(K)Savings & 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 20241003103038NAL0009731681001) for The Refresco Usa 401(K)Savings & Retirement Plan, reported by Refresco Beverages Us Inc. under EIN 58-1947565 and plan number 002. It reports 5,964 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003103038NAL0009731681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Refresco Beverages Us Inc.
- EIN
- 58-1947565
- Plan number
- 002
- Location
- Tampa, FL
- Participants
- 5,964
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,683,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,683,482
- Employer contributions
- $5,734,574
- Participant contributions
- $14,925,495
- Total income / additions
- $50,223,006
- Benefits paid
- $19,087,358
- Administrative expenses
- $851,918
- Total expenses
- $20,038,559
- Net increase / (decrease)
- $30,184,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $762,995 | $0 |
| Sageview Advisory Group | RETAINED BY EMPLOYER | $88,923 | not reported in the loaded dataset |