Eagle Rock Distributing Company 401(K) Profit Sharing Plan — Form 5500 plan (Eagle Rock Distributing Company)
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, Eagle Rock Distributing Company 401(K) Profit Sharing Plan is a benefit plan reported by Eagle Rock Distributing Company under EIN 58-2532427 and plan number 001. The latest loaded filing year is 2023. The filing reports 883 participants and $52,780,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eagle Rock Distributing Company
- EIN
- 58-2532427
- Plan number
- 001
- Plan type
- 2
- Location
- Norcross, GA
- Latest filing year
- 2023
- Participants
- 883
- End-of-year plan assets
- $52,780,606
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 883 | H, C | 20241014150857NAL0027661681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,780,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,780,606
- Net assets (BOY)
- $43,887,684
Income & contributions
- Employer contributions
- $1,725,651
- Participant contributions
- $2,763,377
- Total contributions
- $4,678,828
- Total income / additions
- $12,889,429
Expenses & distributions
- Benefits paid
- $3,837,178
- Administrative expenses
- $129,505
- Total expenses
- $3,996,507
- Net increase / (decrease)
- $8,892,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $80,430 | $0 | 2023 |
| Morgan Stanley Global | NONE | $34,375 | not reported in the loaded dataset | 2023 |
| Bennett Thrasher | NONE | $14,700 | not reported in the loaded dataset | 2023 |