Mahaska Bottling Company 401(K) Plan — Form 5500 plan (Mahaska Bottling 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, Mahaska Bottling Company 401(K) Plan is a benefit plan reported by Mahaska Bottling Company under EIN 42-0649703 and plan number 002. The latest loaded filing year is 2023. The filing reports 256 participants and $13,666,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mahaska Bottling Company
- EIN
- 42-0649703
- Plan number
- 002
- Plan type
- 2
- Location
- Oskaloosa, IA
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $13,666,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20240926164959NAL0000597315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,666,497
- Net assets (EOY)
- $13,666,497
- Net assets (BOY)
- $11,754,977
Income & contributions
- Employer contributions
- $225,959
- Participant contributions
- $715,159
- Total contributions
- $1,006,728
- Total income / additions
- $2,912,162
Expenses & distributions
- Benefits paid
- $962,051
- Administrative expenses
- $38,591
- Total expenses
- $1,000,642
- Net increase / (decrease)
- $1,911,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,627 | $0 | 2023 |
| Wilshire Advisors | INVESTMENT ADVISORY | $0 | $0 | 2023 |