The Beverage Works Union 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 Union 401(K) Plan is a benefit plan reported by The Beverage Works New York, Inc. under EIN 22-3715225 and plan number 005. The latest loaded filing year is 2023. The filing reports 344 participants and $1,130,882 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
- 005
- Plan type
- 2
- Location
- Wall, NJ
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $1,130,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20241015145616NAL0014894947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,130,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,130,882
- Net assets (BOY)
- $735,644
Income & contributions
- Employer contributions
- $149,067
- Participant contributions
- $160,149
- Total contributions
- $349,696
- Total income / additions
- $468,248
Expenses & distributions
- Benefits paid
- $48,974
- Administrative expenses
- $14,566
- Total expenses
- $73,010
- Net increase / (decrease)
- $395,238
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | ADVISOR | $3,298 | not reported in the loaded dataset | 2023 |
| Red Bank Pension Services, Inc. | TPA | $1,650 | $393 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORD KEEPER | $983 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Beverage Works New York, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Wall, NJ
- Merrill Lynch — Schedule C compensation
- Red Bank Pension Services, Inc. — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation