Counter Culture Coffee Inc 401(K) Profit Sharing Plan — Form 5500 plan (Counter Culture Coffee, 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, Counter Culture Coffee Inc 401(K) Profit Sharing Plan is a benefit plan reported by Counter Culture Coffee, Inc. under EIN 56-1907086 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $4,817,040 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Counter Culture Coffee, Inc.
EIN
56-1907086
Plan number
001
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
151
End-of-year plan assets
$4,817,040

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20241004055021NAL0011016305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,817,040
Total liabilities (EOY)
$0
Net assets (EOY)
$4,817,040
Net assets (BOY)
$4,077,859

Income & contributions

Employer contributions
$178,178
Participant contributions
$372,095
Total contributions
$595,023
Total income / additions
$1,360,946

Expenses & distributions

Benefits paid
$610,711
Administrative expenses
$11,054
Total expenses
$621,765
Net increase / (decrease)
$739,181

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiduciary Wealth ManagementINVESTMENT/FINANCIAL ADVI$10,284$02023
Adp, Inc.RECORD KEEPER$770$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages