Plan5500

Allied Beverage Group, L.L.C. 401 (K) Plan — Form 5500 plan (Allied Beverage Group, L.L.C.)

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, Allied Beverage Group, L.L.C. 401 (K) Plan is a benefit plan reported by Allied Beverage Group, L.L.C. under EIN 22-3408559 and plan number 001. The latest loaded filing year is 2023. The filing reports 498 participants and $66,645,062 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allied Beverage Group, L.L.C.
EIN
22-3408559
Plan number
001
Plan type
2
Location
Elizabeth, NJ
Latest filing year
2023
Participants
498
End-of-year plan assets
$66,645,062

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023498H, C20241015101858NAL0014388339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,645,062
Total liabilities (EOY)
$0
Net assets (EOY)
$66,645,062
Net assets (BOY)
$57,453,485

Income & contributions

Employer contributions
$940,730
Participant contributions
$2,925,657
Total contributions
$4,100,413
Total income / additions
$14,727,754

Expenses & distributions

Benefits paid
$5,395,407
Administrative expenses
$133,445
Total expenses
$5,528,852
Net increase / (decrease)
$9,198,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, LLCNONE$55,513$02023
Sentinel Pension AdvisorsNONE$54,718not reported in the loaded dataset2023
Fidelity InvestmentsNONE$12,815not reported in the loaded dataset2023

Related Form 5500 pages