Refreshment Services, Inc. 401(K) Plan — Form 5500 plan (Refreshment Services, 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, Refreshment Services, Inc. 401(K) Plan is a benefit plan reported by Refreshment Services, Inc. under EIN 37-1041383 and plan number 004. The latest loaded filing year is 2023. The filing reports 499 participants and $22,921,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Refreshment Services, Inc.
- EIN
- 37-1041383
- Plan number
- 004
- Plan type
- 2
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 499
- End-of-year plan assets
- $22,921,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 499 | H, C | 20241009101615NAL0009099555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,921,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,921,623
- Net assets (BOY)
- $21,054,296
Income & contributions
- Employer contributions
- $387,954
- Participant contributions
- $760,563
- Total contributions
- $1,275,580
- Total income / additions
- $4,529,477
Expenses & distributions
- Benefits paid
- $2,589,137
- Administrative expenses
- $71,015
- Total expenses
- $2,662,150
- Net increase / (decrease)
- $1,867,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Abg Retirement Plan Services | NONE | $42,132 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $28,883 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,034 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Refreshment Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Springfield, IL
- Abg Retirement Plan Services — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation