Southern Glazer'S 401(K) Plan — Form 5500 plan (Southern Glazer'S Wine And Spirits, 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, Southern Glazer'S 401(K) Plan is a benefit plan reported by Southern Glazer'S Wine And Spirits, LLC under EIN 59-1285786 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,949 participants and $1,544,328,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Glazer'S Wine And Spirits, LLC
- EIN
- 59-1285786
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 19,949
- End-of-year plan assets
- $1,544,328,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,949 | H, C | 20240610081727NAL0026456097002 |
| 2023 | 21,565 | H, C | 20241015073355NAL0015942883002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,881,487,368
- Net assets (EOY)
- $1,881,487,368
- Net assets (BOY)
- $1,552,935,079
Income & contributions
- Employer contributions
- $43,709,538
- Participant contributions
- $125,826,980
- Total contributions
- $178,312,873
- Total income / additions
- $467,269,598
Expenses & distributions
- Benefits paid
- $136,467,141
- Administrative expenses
- $1,182,579
- Total expenses
- $137,951,935
- Net increase / (decrease)
- $329,317,663
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $1,119,554 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $812,075 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $62,500 | not reported in the loaded dataset | 2023 |
| Welch Hornsby & Welch Inc | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Charle Schwab & Co., Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Glazer'S Wine And Spirits, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Welch Hornsby & Welch Inc — Schedule C compensation
- Charle Schwab & Co., Inc — Schedule C compensation