Plan5500

United Beverages Of North Carolina, LLC 401(K) Plan — Form 5500 plan (United Beverages Of North Carolina, LLC)

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, United Beverages Of North Carolina, LLC 401(K) Plan is a benefit plan reported by United Beverages Of North Carolina, LLC under EIN 57-1168244 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $22,361,261 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Beverages Of North Carolina, LLC
EIN
57-1168244
Plan number
001
Plan type
2
Location
Hickory, NC
Latest filing year
2023
Participants
206
End-of-year plan assets
$22,361,261

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20240906140523NAL0001191681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,361,261
Total liabilities (EOY)
$0
Net assets (EOY)
$22,361,261
Net assets (BOY)
$18,269,089

Income & contributions

Employer contributions
$396,715
Participant contributions
$653,325
Total contributions
$1,050,040
Total income / additions
$4,620,958

Expenses & distributions

Benefits paid
$468,424
Administrative expenses
$60,362
Total expenses
$528,786
Net increase / (decrease)
$4,092,172

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension AdvisorsN/A$34,864not reported in the loaded dataset2023
Sentinel Benefits Group, LLCN/A$16,042not reported in the loaded dataset2023
Fidelity InvestmentsN/A$9,456not reported in the loaded dataset2023

Related Form 5500 pages