2023 Form 5500 filing — Northern Eagle Beverage Company 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 20250319140214NAL0004926145001) for Northern Eagle Beverage Company 401(K) Plan, reported by Northern Eagle Beverage Company under EIN 22-3232686 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319140214NAL0004926145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Eagle Beverage Company
- EIN
- 22-3232686
- Plan number
- 001
- Location
- Carlstadt, NJ
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,795,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,795,167
- Employer contributions
- $152,487
- Participant contributions
- $319,544
- Total income / additions
- $1,310,273
- Benefits paid
- $510,170
- Administrative expenses
- $36,752
- Total expenses
- $547,738
- Net increase / (decrease)
- $762,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,625 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT ADVISORY | $15,127 | $3 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |