Arizona Iced Tea 401(K) Plan — Form 5500 plan (Beverage Marketing Usa, Incorpor)

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, Arizona Iced Tea 401(K) Plan is a benefit plan reported by Beverage Marketing Usa, Incorpor under EIN 13-3667302 and plan number 001. The latest loaded filing year is 2023. The filing reports 894 participants and $74,576,751 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beverage Marketing Usa, Incorpor
EIN
13-3667302
Plan number
001
Plan type
2
Location
Woodbury, NY
Latest filing year
2023
Participants
894
End-of-year plan assets
$74,576,751

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023894H, C20241015205700NAL0051335792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,576,751
Total liabilities (EOY)
$0
Net assets (EOY)
$74,576,751
Net assets (BOY)
$66,256,866

Income & contributions

Employer contributions
$1,685,691
Participant contributions
$3,627,456
Total contributions
$5,607,781
Total income / additions
$15,920,523

Expenses & distributions

Benefits paid
$7,414,480
Administrative expenses
$25,418
Total expenses
$7,600,638
Net increase / (decrease)
$8,319,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$25,418$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages