Arcadia Beverage 401(K) Plan — Form 5500 plan (Arcadia Farms, LLC Dba Arcadia Beverage)

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, Arcadia Beverage 401(K) Plan is a benefit plan reported by Arcadia Farms, LLC Dba Arcadia Beverage under EIN 56-0771662 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $2,094,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arcadia Farms, LLC Dba Arcadia Beverage
EIN
56-0771662
Plan number
001
Plan type
2
Location
Arden, NC
Latest filing year
2023
Participants
137
End-of-year plan assets
$2,094,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241014091317NAL0014684499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,094,290
Total liabilities (EOY)
$0
Net assets (EOY)
$2,094,290
Net assets (BOY)
$1,605,994

Income & contributions

Employer contributions
$229,197
Participant contributions
$373,276
Total contributions
$607,178
Total income / additions
$919,467

Expenses & distributions

Benefits paid
$408,283
Administrative expenses
$22,888
Total expenses
$431,171
Net increase / (decrease)
$488,296

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$22,888$02023
Capfinancial Partners LLCINVESTMENT ADVISORY$0$8,5682023

Related Form 5500 pages