Plan5500

The Beverage Works 401(K) Plan — Form 5500 plan (The Beverage Works New York, Inc.)

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, The Beverage Works 401(K) Plan is a benefit plan reported by The Beverage Works New York, Inc. under EIN 22-3715225 and plan number 004. The latest loaded filing year is 2023. The filing reports 133 participants and $5,235,773 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Beverage Works New York, Inc.
EIN
22-3715225
Plan number
004
Plan type
2
Location
Wall, NJ
Latest filing year
2023
Participants
133
End-of-year plan assets
$5,235,773

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241015145029NAL0056768050001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,235,773
Total liabilities (EOY)
$0
Net assets (EOY)
$5,235,773
Net assets (BOY)
$4,592,065

Income & contributions

Employer contributions
$227,673
Participant contributions
$282,141
Total contributions
$518,354
Total income / additions
$1,272,526

Expenses & distributions

Benefits paid
$555,835
Administrative expenses
$31,310
Total expenses
$628,818
Net increase / (decrease)
$643,708

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchADVISOR$22,273not reported in the loaded dataset2023
Red Bank Pension Services, Inc.TPA$2,500$2,2172023
Empower Annuity Ins Co Of AmericaRECORD KEEPER$1,568$02023

Related Form 5500 pages