Silver Springs Bottled Water Co. Employees Savings Trust — Form 5500 plan (Silver Springs Bottled Water Co.)
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, Silver Springs Bottled Water Co. Employees Savings Trust is a benefit plan reported by Silver Springs Bottled Water Co. under EIN 65-0238875 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $10,617,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Silver Springs Bottled Water Co.
- EIN
- 65-0238875
- Plan number
- 001
- Plan type
- 2
- Location
- Ocala, FL
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $10,617,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20240923130521NAL0011383793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,617,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,617,066
- Net assets (BOY)
- $9,080,030
Income & contributions
- Employer contributions
- $375,955
- Participant contributions
- $676,002
- Total contributions
- $1,051,957
- Total income / additions
- $2,557,664
Expenses & distributions
- Benefits paid
- $1,008,852
- Administrative expenses
- $11,776
- Total expenses
- $1,020,628
- Net increase / (decrease)
- $1,537,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $22,296 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,678 | $0 | 2023 |
| Retirement Solutions Specialists Ll | CONTRACT ADMINISTRATOR | $3,098 | $3,716 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Silver Springs Bottled Water Co.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ocala, FL
- Principal Securities Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Retirement Solutions Specialists Ll — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation