2023 Form 5500 filing — The Beverage Market, LLC 401(K) Retirement Savings 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 20241014163040NAL0015297571001) for The Beverage Market, LLC 401(K) Retirement Savings Plan, reported by The Beverage Market, LLC under EIN 86-3451424 and plan number 002. It reports 104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163040NAL0015297571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Beverage Market, LLC
- EIN
- 86-3451424
- Plan number
- 002
- Location
- Hazard, KY
- Participants
- 104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,112,369
- Net assets (EOY)
- $5,112,369
- Employer contributions
- $204,923
- Participant contributions
- $434,574
- Total income / additions
- $1,332,773
- Benefits paid
- $540,678
- Administrative expenses
- $29,068
- Total expenses
- $569,746
- Net increase / (decrease)
- $763,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,068 | $0 |
| Wells Fargo Advisors Ins Agency LLC | OTHER SERVICES | $0 | $15,942 |