2023 Form 5500 filing — High Grade Beverage Retirement Fund
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 20241115154827NAL0000934385001) for High Grade Beverage Retirement Fund, reported by High Grade Beverage Co. under EIN 22-0989250 and plan number 002. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115154827NAL0000934385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- High Grade Beverage Co.
- EIN
- 22-0989250
- Plan number
- 002
- Location
- North Brunswick, NJ
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,995,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,995,869
- Employer contributions
- $77,120
- Total income / additions
- $1,292,672
- Benefits paid
- $1,060,181
- Administrative expenses
- $195,950
- Total expenses
- $1,256,131
- Net increase / (decrease)
- $36,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | TRUSTEE AND CUSTODIAN | $73,842 | $0 |