2023 Form 5500 filing — Sgws Of New York Sales, Warehouse And Clerical 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 20241015072630NAL0055080178003) for Sgws Of New York Sales, Warehouse And Clerical 401(K) Plan, reported by Southern Glazer'S Wine & Spirits Of New York, LLC under EIN 65-0879542 and plan number 010. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072630NAL0055080178003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Glazer'S Wine & Spirits Of New York, LLC
- EIN
- 65-0879542
- Plan number
- 010
- Location
- Syosset, NY
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,578,990
- Net assets (EOY)
- $62,578,990
- Participant contributions
- $4,388,138
- Total income / additions
- $14,692,953
- Benefits paid
- $2,451,669
- Administrative expenses
- $28,648
- Total expenses
- $2,480,317
- Net increase / (decrease)
- $12,212,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $21,073 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $16,585 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $7,500 | not reported in the loaded dataset |
| Welch Hornsby & Welch Inc | NONE | $5,000 | not reported in the loaded dataset |