Southwest Beverage Company, Inc. Employee Benefit Plan & Trust — Form 5500 plan (Southwest Beverage Co. Inc.)

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, Southwest Beverage Company, Inc. Employee Benefit Plan & Trust is a benefit plan reported by Southwest Beverage Co. Inc. under EIN 72-0568095 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $15,659,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwest Beverage Co. Inc.
EIN
72-0568095
Plan number
001
Plan type
2
Location
Lake Charles, LA
Latest filing year
2023
Participants
239
End-of-year plan assets
$15,659,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241010105029NAL0020852337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,659,423
Total liabilities (EOY)
$0
Net assets (EOY)
$15,659,423
Net assets (BOY)
$12,601,407

Income & contributions

Employer contributions
$397,731
Participant contributions
$506,896
Total contributions
$904,627
Total income / additions
$4,138,129

Expenses & distributions

Benefits paid
$1,076,866
Administrative expenses
$3,247
Total expenses
$1,080,113
Net increase / (decrease)
$3,058,016

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriprise Financial Services IncADVISOR$0$32,5752023
Fidelity Investments InstitutionalRECORDKEEPER$3,247$02023

Related Form 5500 pages