2023 Form 5500 filing — Markstein Beverage Retirement Savings 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 20250122084638NAL0004800049001) for Markstein Beverage Retirement Savings Plan, reported by Markstein Beverage Co. Of Sacramento under EIN 94-2253303 and plan number 001. It reports 583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250122084638NAL0004800049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Markstein Beverage Co. Of Sacramento
- EIN
- 94-2253303
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $964
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$1,826,845
- Benefits paid
- $49,718,597
- Administrative expenses
- $1,984
- Total expenses
- $49,750,488
- Net increase / (decrease)
- -$51,577,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Campbell Taylor Washburn | ACCOUNTANT/AUDITOR | $6,982 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,025 | $0 |