Union Beverage 401(K) Plan — Form 5500 plan (Union Beverage Packers LLC)
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, Union Beverage 401(K) Plan is a benefit plan reported by Union Beverage Packers LLC under EIN 26-0060952 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $3,239,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Beverage Packers LLC
- EIN
- 26-0060952
- Plan number
- 001
- Plan type
- 2
- Location
- Hillside, NJ
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $3,239,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H, C | 20240925052551NAL0013889377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,239,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,239,083
- Net assets (BOY)
- $1,961,106
Income & contributions
- Employer contributions
- $214,101
- Participant contributions
- $821,910
- Total contributions
- $1,127,011
- Total income / additions
- $1,531,070
Expenses & distributions
- Benefits paid
- $226,965
- Administrative expenses
- $20,167
- Total expenses
- $253,093
- Net increase / (decrease)
- $1,277,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $10,618 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $9,548 | $0 | 2023 |