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, Great Lakes Wine & Spirits, LLC 401(K) Savings And Retirement Plan is a benefit plan reported by Great Lakes Wine & Spirits, LLC under EIN 26-1689149 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,102 participants and $38,821,253 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,821,253
- Total liabilities (EOY)
- $104,177
- Net assets (EOY)
- $38,717,076
- Net assets (BOY)
- $33,566,095
Income & contributions
- Employer contributions
- $405,826
- Participant contributions
- $2,453,992
- Total contributions
- $3,038,172
- Total income / additions
- $8,344,507
Expenses & distributions
- Benefits paid
- $3,052,107
- Administrative expenses
- $37,242
- Total expenses
- $3,193,526
- Net increase / (decrease)
- $5,150,981