Sgws Of New York Sales, Warehouse And Clerical 401(K) Plan — Form 5500 plan (Southern Glazer'S Wine & Spirits Of New York, 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, Sgws Of New York Sales, Warehouse And Clerical 401(K) Plan is a benefit plan reported by Southern Glazer'S Wine & Spirits Of New York, LLC under EIN 65-0879542 and plan number 010. The latest loaded filing year is 2023. The filing reports 344 participants and $47,114,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Glazer'S Wine & Spirits Of New York, LLC
- EIN
- 65-0879542
- Plan number
- 010
- Plan type
- 2
- Location
- Syosset, NY
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $47,114,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20240610082154NAL0012395187005 |
| 2023 | 415 | H, C | 20241015072630NAL0055080178003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,578,990
- Net assets (EOY)
- $62,578,990
- Net assets (BOY)
- $50,097,080
Income & contributions
- Participant contributions
- $4,388,138
- Total contributions
- $4,691,185
- Total income / additions
- $14,692,953
Expenses & distributions
- Benefits paid
- $2,451,669
- Administrative expenses
- $28,648
- Total expenses
- $2,480,317
- Net increase / (decrease)
- $12,212,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $21,073 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $16,585 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Welch Hornsby & Welch Inc | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Glazer'S Wine & Spirits Of New York, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syosset, NY
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Welch Hornsby & Welch Inc — Schedule C compensation