2023 Form 5500 filing — Blue Ridge Beverage Company, Inc. Profit Sharing 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 20250604085321NAL0031007794001) for Blue Ridge Beverage Company, Inc. Profit Sharing Plan, reported by Blue Ridge Beverage Company, Inc. under EIN 54-0143872 and plan number 001. It reports 598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250604085321NAL0031007794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Ridge Beverage Company, Inc.
- EIN
- 54-0143872
- Plan number
- 001
- Location
- Salem, VA
- Participants
- 598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,327,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,327,313
- Employer contributions
- $702,643
- Participant contributions
- $1,795,378
- Total income / additions
- $7,413,513
- Benefits paid
- $3,419,161
- Administrative expenses
- $84,992
- Total expenses
- $3,504,153
- Net increase / (decrease)
- $3,909,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harbor Investment Advisory LLC | INVESTMENT ADVISOR | $59,972 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $36,202 | $0 |