American Beverage Marketers 401k Retirement Plan — Form 5500 plan (American Beverage Marketers)
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, American Beverage Marketers 401k Retirement Plan is a benefit plan reported by American Beverage Marketers under EIN 61-0221270 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $31,256,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Beverage Marketers
- EIN
- 61-0221270
- Plan number
- 001
- Plan type
- 2
- Location
- New Albany, IN
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $31,256,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20240715142907NAL0000932371003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,256,831
- Net assets (EOY)
- $31,256,831
- Net assets (BOY)
- $26,215,726
Income & contributions
- Employer contributions
- $908,976
- Participant contributions
- $1,430,154
- Total contributions
- $2,967,297
- Total income / additions
- $6,754,816
Expenses & distributions
- Benefits paid
- $1,613,452
- Administrative expenses
- $100,259
- Total expenses
- $1,713,711
- Net increase / (decrease)
- $5,041,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $71,482 | $0 | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $30,000 | $0 | 2023 |
| Retirement Management Svcs LLC | THIRD PARTY ADMINISTRATOR | $0 | $11,033 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Beverage Marketers
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in New Albany, IN
- Empower Annuity Ins Co Of America — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Retirement Management Svcs LLC — Schedule C compensation