Massimo Zanetti Beverage Usa, Inc. 401(K) Plan — Form 5500 plan (Massimo Zanetti Beverage Usa, 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, Massimo Zanetti Beverage Usa, Inc. 401(K) Plan is a benefit plan reported by Massimo Zanetti Beverage Usa, Inc. under EIN 76-0538725 and plan number 001. The latest loaded filing year is 2023. The filing reports 600 participants and $50,538,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Massimo Zanetti Beverage Usa, Inc.
- EIN
- 76-0538725
- Plan number
- 001
- Plan type
- 2
- Location
- Suffolk, VA
- Latest filing year
- 2023
- Participants
- 600
- End-of-year plan assets
- $50,538,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 600 | H, C | 20241015095513NAL0027994545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,538,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,538,364
- Net assets (BOY)
- $44,166,329
Income & contributions
- Employer contributions
- $1,460,435
- Participant contributions
- $3,027,286
- Total contributions
- $4,718,809
- Total income / additions
- $11,866,109
Expenses & distributions
- Benefits paid
- $5,341,320
- Administrative expenses
- $138,282
- Total expenses
- $5,494,074
- Net increase / (decrease)
- $6,372,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $68,137 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $54,470 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $15,675 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Massimo Zanetti Beverage Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Suffolk, VA
- Ubs Financial Services Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation