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 And Spirits, LLC Retirement Plan For Employees Represented By Teamsters Local 1038 is a benefit plan reported by Great Lakes Wine And Spirits, LLC under EIN 26-1689149 and plan number 003. The latest loaded filing year is 2023. The filing reports 505 participants and $12,768,402 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,768,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,768,402
- Net assets (BOY)
- $11,321,458
Income & contributions
- Employer contributions
- $383,670
- Participant contributions
- $696,837
- Total contributions
- $1,080,507
- Total income / additions
- $2,561,397
Expenses & distributions
- Benefits paid
- $1,099,489
- Administrative expenses
- $14,495
- Total expenses
- $1,113,984
- Net increase / (decrease)
- $1,447,413