Superior Beverage Group 401(K) Retirement Savings Plan — Form 5500 plan (Superior Beverage Group, Ltd.)

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, Superior Beverage Group 401(K) Retirement Savings Plan is a benefit plan reported by Superior Beverage Group, Ltd. under EIN 34-1447065 and plan number 002. The latest loaded filing year is 2023. The filing reports 600 participants and $43,238,414 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Superior Beverage Group, Ltd.
EIN
34-1447065
Plan number
002
Plan type
2
Location
Lewis Center, OH
Latest filing year
2023
Participants
600
End-of-year plan assets
$43,238,414

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023600H, C20241010151015NAL0011647779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,238,414
Total liabilities (EOY)
$0
Net assets (EOY)
$43,238,414
Net assets (BOY)
$36,455,794

Income & contributions

Employer contributions
$722,792
Participant contributions
$1,897,465
Total contributions
$2,736,638
Total income / additions
$9,494,415

Expenses & distributions

Benefits paid
$2,705,553
Administrative expenses
$6,242
Total expenses
$2,711,795
Net increase / (decrease)
$6,782,620

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$6,242$02023

Related Form 5500 pages