Reliable Churchill Local 570 401(K) Plan — Form 5500 plan (Breakthru Beverage Group, 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, Reliable Churchill Local 570 401(K) Plan is a benefit plan reported by Breakthru Beverage Group, LLC under EIN 35-2545107 and plan number 002. The latest loaded filing year is 2023. The filing reports 84 participants and $1,449,911 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.4MPlan net assets, end of year$1,449,911
Participants84Covered participants reported
Assets / participant$17.3KComputed: assets ÷ participants$17,261 (computed)
Provider compensationNone reported
Plan sponsor
Breakthru Beverage Group, LLC
EIN
35-2545107
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202384I20241009084726NAL0010445619001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities$0
Money in vs. money out
Total income / additions$387K
Total expenses$92.5K
Benefits paid / distributions$90.2K
Contributions
Employer$78.3K
Participant$136.8K
Full reported line items

Net assets

Total assets (EOY)
$1,449,911
Total liabilities (EOY)
$0
Net assets (EOY)
$1,449,911
Net assets (BOY)
$1,098,315

Income & contributions

Employer contributions
$78,267
Participant contributions
$136,848
Total income / additions
$387,026

Expenses & distributions

Benefits paid
$90,169
Administrative expenses
$2,320
Total expenses
$92,489
Net increase / (decrease)
$294,537
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages