2023 Form 5500 filing — Emporia Wholesale Coffee Company Profit Sharing Plan & Trust
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 20241015164239NAL0029144641001) for Emporia Wholesale Coffee Company Profit Sharing Plan & Trust, reported by Emporia Wholesale Coffee Company under EIN 48-0209630 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164239NAL0029144641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emporia Wholesale Coffee Company
- EIN
- 48-0209630
- Plan number
- 001
- Location
- Emporia, KS
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,192,389
- Total liabilities (EOY)
- $10,975
- Net assets (EOY)
- $8,181,414
- Employer contributions
- $184,771
- Participant contributions
- $506,464
- Total income / additions
- $2,057,241
- Benefits paid
- $578,344
- Administrative expenses
- $29,755
- Total expenses
- $608,099
- Net increase / (decrease)
- $1,449,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs | INVESMENT ADVISOR | $14,126 | not reported in the loaded dataset |
| Tpp Retirement Plan Specialists | RECORDKEEPER, TPA | $11,393 | not reported in the loaded dataset |