2023 Form 5500 filing — Eagle Rock Distributing Company 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 20241014150857NAL0027661681001) for Eagle Rock Distributing Company 401(K) Profit Sharing Plan, reported by Eagle Rock Distributing Company under EIN 58-2532427 and plan number 001. It reports 883 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150857NAL0027661681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eagle Rock Distributing Company
- EIN
- 58-2532427
- Plan number
- 001
- Location
- Norcross, GA
- Participants
- 883
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,780,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,780,606
- Employer contributions
- $1,725,651
- Participant contributions
- $2,763,377
- Total income / additions
- $12,889,429
- Benefits paid
- $3,837,178
- Administrative expenses
- $129,505
- Total expenses
- $3,996,507
- Net increase / (decrease)
- $8,892,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $80,430 | $0 |
| Morgan Stanley Global | NONE | $34,375 | not reported in the loaded dataset |
| Bennett Thrasher | NONE | $14,700 | not reported in the loaded dataset |