2023 Form 5500 filing — Breakthru Beverage Locals 14, 26, 533, 710 401(K) Profit Sharing 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 20241008130657NAL0017601953001) for Breakthru Beverage Locals 14, 26, 533, 710 401(K) Profit Sharing Plan, reported by Breakthru Beverage Group, LLC under EIN 35-2545107 and plan number 007. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008130657NAL0017601953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Breakthru Beverage Group, LLC
- EIN
- 35-2545107
- Plan number
- 007
- Location
- New York, NY
- Participants
- 359
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,262,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,262,422
- Employer contributions
- $1,306,122
- Participant contributions
- $486,217
- Total income / additions
- $4,120,282
- Benefits paid
- $1,907,351
- Administrative expenses
- $20,273
- Total expenses
- $1,927,624
- Net increase / (decrease)
- $2,192,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $13,757 | $0 |