2023 Form 5500 filing — The Beverage Works 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 20241015145029NAL0056768050001) for The Beverage Works 401(K) Plan, reported by The Beverage Works New York, Inc. under EIN 22-3715225 and plan number 004. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145029NAL0056768050001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Beverage Works New York, Inc.
- EIN
- 22-3715225
- Plan number
- 004
- Location
- Wall, NJ
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,235,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,235,773
- Employer contributions
- $227,673
- Participant contributions
- $282,141
- Total income / additions
- $1,272,526
- Benefits paid
- $555,835
- Administrative expenses
- $31,310
- Total expenses
- $628,818
- Net increase / (decrease)
- $643,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | ADVISOR | $22,273 | not reported in the loaded dataset |
| Red Bank Pension Services, Inc. | TPA | $2,500 | $2,217 |
| Empower Annuity Ins Co Of America | RECORD KEEPER | $1,568 | $0 |