General Beverage & General Beer Profit Sharing Plan — Form 5500 plan (General Beverage Sales Corp.)
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, General Beverage & General Beer Profit Sharing Plan is a benefit plan reported by General Beverage Sales Corp. under EIN 39-0789974 and plan number 001. The latest loaded filing year is 2023. The filing reports 990 participants and $84,235,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- General Beverage Sales Corp.
- EIN
- 39-0789974
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 990
- End-of-year plan assets
- $84,235,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 990 | H, C | 20241014095946NAL0044072704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,235,599
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,235,599
- Net assets (BOY)
- $71,180,460
Income & contributions
- Employer contributions
- $692,417
- Participant contributions
- $2,976,576
- Total contributions
- $3,683,687
- Total income / additions
- $15,928,747
Expenses & distributions
- Benefits paid
- $2,744,184
- Administrative expenses
- $98,606
- Total expenses
- $2,873,608
- Net increase / (decrease)
- $13,055,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $87,063 | not reported in the loaded dataset | 2023 |
| Oneamerica Inv Advisory Svcs LLC | NONE | $11,543 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for General Beverage Sales Corp.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Oneamerica Inv Advisory Svcs LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation