Griffin Beverage Company 401(K) Plan — Form 5500 plan (Griffin Beverage Company)
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, Griffin Beverage Company 401(K) Plan is a benefit plan reported by Griffin Beverage Company under EIN 38-1861506 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $13,889,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Griffin Beverage Company
- EIN
- 38-1861506
- Plan number
- 001
- Plan type
- 2
- Location
- West Branch, MI
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $13,889,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240924161938NAL0013043649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,889,173
- Total liabilities (EOY)
- $15,714
- Net assets (EOY)
- $13,873,459
- Net assets (BOY)
- $11,868,671
Income & contributions
- Employer contributions
- $176,240
- Participant contributions
- $354,707
- Total contributions
- $530,947
- Total income / additions
- $2,829,642
Expenses & distributions
- Benefits paid
- $776,250
- Administrative expenses
- $48,604
- Total expenses
- $824,854
- Net increase / (decrease)
- $2,004,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Huntington National Bank | FINANCIAL ADVISOR | $31,911 | $0 | 2023 |
| Newport Group | RECORDKEEPER | $16,693 | $0 | 2023 |