2023 Form 5500 filing — Southwest Beverage Company, Inc. Employee Benefit Plan & 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 20241010105029NAL0020852337001) for Southwest Beverage Company, Inc. Employee Benefit Plan & Trust, reported by Southwest Beverage Co. Inc. under EIN 72-0568095 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010105029NAL0020852337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Beverage Co. Inc.
- EIN
- 72-0568095
- Plan number
- 001
- Location
- Lake Charles, LA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,659,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,659,423
- Employer contributions
- $397,731
- Participant contributions
- $506,896
- Total income / additions
- $4,138,129
- Benefits paid
- $1,076,866
- Administrative expenses
- $3,247
- Total expenses
- $1,080,113
- Net increase / (decrease)
- $3,058,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services Inc | ADVISOR | $0 | $32,575 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,247 | $0 |