Northern Eagle Beverage Company 401(K) Plan — Form 5500 plan (Northern Eagle Beverage Company)
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, Northern Eagle Beverage Company 401(K) Plan is a benefit plan reported by Northern Eagle Beverage Company under EIN 22-3232686 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $6,795,167 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Eagle Beverage Company
- EIN
- 22-3232686
- Plan number
- 001
- Plan type
- 2
- Location
- Carlstadt, NJ
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $6,795,167
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20250319140214NAL0004926145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,795,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,795,167
- Net assets (BOY)
- $6,032,632
Income & contributions
- Employer contributions
- $152,487
- Participant contributions
- $319,544
- Total contributions
- $472,031
- Total income / additions
- $1,310,273
Expenses & distributions
- Benefits paid
- $510,170
- Administrative expenses
- $36,752
- Total expenses
- $547,738
- Net increase / (decrease)
- $762,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,625 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT ADVISORY | $15,127 | $3 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern Eagle Beverage Company
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Carlstadt, NJ
- Principal Life Insurance Company — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation