Quality Beverage 401(K) Plan — Form 5500 plan (Quality Beverage Limited Partnership)
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, Quality Beverage 401(K) Plan is a benefit plan reported by Quality Beverage Limited Partnership under EIN 43-1683474 and plan number 003. The latest loaded filing year is 2023. The filing reports 164 participants and $23,592,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quality Beverage Limited Partnership
- EIN
- 43-1683474
- Plan number
- 003
- Plan type
- 2
- Location
- Taunton, MA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $23,592,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241014151612NAL0054153250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,592,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,592,947
- Net assets (BOY)
- $22,121,805
Income & contributions
- Employer contributions
- $554,240
- Participant contributions
- $857,109
- Total contributions
- $1,411,349
- Total income / additions
- $4,954,667
Expenses & distributions
- Benefits paid
- $3,472,955
- Administrative expenses
- $10,570
- Total expenses
- $3,483,525
- Net increase / (decrease)
- $1,471,142
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Angell Pension Group Inc. | THIRD PARTY ADMINISTRATO | $8,052 | not reported in the loaded dataset | 2023 |
| Ascensus | RECORDKEEPER | $2,518 | not reported in the loaded dataset | 2023 |