Bellavance Beverage Co., LLC Profit Sharing Plan — Form 5500 plan (Bellavance Beverage Co., LLC)
Plain-English plan 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, Bellavance Beverage Co., LLC Profit Sharing Plan is a benefit plan reported by Bellavance Beverage Co., LLC under EIN 02-0108350 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $19,699,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bellavance Beverage Co., LLC
- EIN
- 02-0108350
- Plan number
- 001
- Plan type
- 2
- Location
- Londonderry, NH
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $19,699,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20250206121827NAL0006101795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,699,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,699,267
- Net assets (BOY)
- $18,496,716
Income & contributions
- Employer contributions
- $430,938
- Participant contributions
- $282,713
- Total contributions
- $870,057
- Total income / additions
- $3,355,881
Expenses & distributions
- Benefits paid
- $2,078,887
- Administrative expenses
- $74,443
- Total expenses
- $2,153,330
- Net increase / (decrease)
- $1,202,551
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $33,589 | $0 | 2023 |
| Morgan Stanley Global Banking Op | INVESTMENT AD VISORY - P | $30,000 | not reported in the loaded dataset | 2023 |
| Compass Retirement Consulting Group | RECORDKEEPER | $8,648 | $762 | 2023 |
| Caron & Bletzer Pllc | AUDIT | $1,545 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bellavance Beverage Co., LLC
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Londonderry, NH
- Transamerica Retirement Solutions — Schedule C compensation
- Morgan Stanley Global Banking Op — Schedule C compensation
- Compass Retirement Consulting Group — Schedule C compensation
- Caron & Bletzer Pllc — Schedule C compensation