Blue Ridge Beverage Company, Inc. Profit Sharing Plan — Form 5500 plan (Blue Ridge Beverage Company, Inc.)

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, Blue Ridge Beverage Company, Inc. Profit Sharing Plan is a benefit plan reported by Blue Ridge Beverage Company, Inc. under EIN 54-0143872 and plan number 001. The latest loaded filing year is 2023. The filing reports 598 participants and $29,327,313 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Ridge Beverage Company, Inc.
EIN
54-0143872
Plan number
001
Plan type
2
Location
Salem, VA
Latest filing year
2023
Participants
598
End-of-year plan assets
$29,327,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023598H, C20250604085321NAL0031007794001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,327,313
Total liabilities (EOY)
$0
Net assets (EOY)
$29,327,313
Net assets (BOY)
$25,417,953

Income & contributions

Employer contributions
$702,643
Participant contributions
$1,795,378
Total contributions
$2,501,825
Total income / additions
$7,413,513

Expenses & distributions

Benefits paid
$3,419,161
Administrative expenses
$84,992
Total expenses
$3,504,153
Net increase / (decrease)
$3,909,360

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Harbor Investment Advisory LLCINVESTMENT ADVISOR$59,972not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$36,202$02023

Related Form 5500 pages