2023 Form 5500 filing — High Grade 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 20241014091149NAL0043947568001) for High Grade Beverage 401(K) Plan, reported by High Grade Beverage under EIN 22-0989250 and plan number 004. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091149NAL0043947568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- High Grade Beverage
- EIN
- 22-0989250
- Plan number
- 004
- Location
- North Brunswick, NJ
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,825,117
- Total liabilities (EOY)
- $6,800
- Net assets (EOY)
- $19,818,317
- Employer contributions
- $609,246
- Participant contributions
- $822,596
- Total income / additions
- $4,495,261
- Benefits paid
- $2,176,480
- Administrative expenses
- $18,366
- Total expenses
- $2,234,730
- Net increase / (decrease)
- $2,260,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $12,932 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,434 | $0 |