Choice Usa Beverage Retirement Savings Plan — Form 5500 plan (Choice Usa Beverage, 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, Choice Usa Beverage Retirement Savings Plan is a benefit plan reported by Choice Usa Beverage, Inc. under EIN 56-0592294 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $6,036,963 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Choice Usa Beverage, Inc.
EIN
56-0592294
Plan number
001
Plan type
2
Location
Lowell, NC
Latest filing year
2023
Participants
177
End-of-year plan assets
$6,036,963

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20241003084410NAL0016707152001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,036,963
Total liabilities (EOY)
$0
Net assets (EOY)
$6,036,963
Net assets (BOY)
$5,672,720

Income & contributions

Employer contributions
$158,388
Participant contributions
$347,781
Total contributions
$506,169
Total income / additions
$1,423,802

Expenses & distributions

Benefits paid
$1,054,351
Administrative expenses
$5,208
Total expenses
$1,059,559
Net increase / (decrease)
$364,243

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services, LLCSERVICE PROVIDER$0$14,4912023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$4,979$02023

Related Form 5500 pages