Coblentz Distributing 401(K) Plan — Form 5500 plan (Coblentz Distributing, 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, Coblentz Distributing 401(K) Plan is a benefit plan reported by Coblentz Distributing, Inc. under EIN 34-1398298 and plan number 001. The latest loaded filing year is 2023. The filing reports 392 participants and $10,146,736 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coblentz Distributing, Inc.
EIN
34-1398298
Plan number
001
Plan type
2
Location
Millersburg, OH
Latest filing year
2023
Participants
392
End-of-year plan assets
$10,146,736

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023392H, C20241010095850NAL0020790801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,146,736
Total liabilities (EOY)
$0
Net assets (EOY)
$10,146,736
Net assets (BOY)
$7,088,528

Income & contributions

Employer contributions
$488,331
Participant contributions
$979,461
Total contributions
$2,114,177
Total income / additions
$3,543,340

Expenses & distributions

Benefits paid
$433,642
Administrative expenses
$51,490
Total expenses
$485,132
Net increase / (decrease)
$3,058,208

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$27,809$02023
Hummel Wealth Management LLCINVESTMENT ADVISOR$23,681not reported in the loaded dataset2023

Related Form 5500 pages