Plan5500

Lee Beverage Of Wisconsin, LLC 401(K) Plan — Form 5500 plan (Lee Beverage Of Wisconsin, 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, Lee Beverage Of Wisconsin, LLC 401(K) Plan is a benefit plan reported by Lee Beverage Of Wisconsin, LLC under EIN 39-1998988 and plan number 002. The latest loaded filing year is 2023. The filing reports 235 participants and $5,782,864 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lee Beverage Of Wisconsin, LLC
EIN
39-1998988
Plan number
002
Plan type
2
Location
Oshkosh, WI
Latest filing year
2023
Participants
235
End-of-year plan assets
$5,782,864

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20240731160112NAL0034478672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,782,864
Net assets (EOY)
$5,782,864
Net assets (BOY)
$4,717,280

Income & contributions

Employer contributions
$69,947
Participant contributions
$365,502
Total contributions
$563,132
Total income / additions
$1,378,172

Expenses & distributions

Benefits paid
$266,035
Administrative expenses
$46,553
Total expenses
$312,588
Net increase / (decrease)
$1,065,584

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cliftonlarsonallen Wealth AdvisorsINVESTMENT ADVISOR$19,892not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORD KEEPER$17,239$02023
Map Retirement Usa LLCCONTRACT ADMIN$11,407not reported in the loaded dataset2023

Related Form 5500 pages