2023 Form 5500 filing — Edrington Americas 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 20241111164452NAL0008739859001) for Edrington Americas 401(K) Plan, reported by The Edrington Group Usa, LLC under EIN 68-0677290 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241111164452NAL0008739859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Edrington Group Usa, LLC
- EIN
- 68-0677290
- Plan number
- 001
- Location
- New York, NY
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,497,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,497,063
- Employer contributions
- $2,545,240
- Participant contributions
- $1,887,620
- Total income / additions
- $10,263,679
- Benefits paid
- $1,513,136
- Administrative expenses
- $2,790
- Total expenses
- $1,515,926
- Net increase / (decrease)
- $8,747,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Financial Services | SERVICE PROVIDER | $0 | $50,634 |
| Associated Pension Consultants | THIRD PARTY ADMINISTRATO | $0 | $14,091 |