Valley Wide Beverage Company 401(K) Profit Sharing Plan — Form 5500 plan (Fresno Beverage Company, 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, Valley Wide Beverage Company 401(K) Profit Sharing Plan is a benefit plan reported by Fresno Beverage Company, Inc. under EIN 77-0057122 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $8,759,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fresno Beverage Company, Inc.
- EIN
- 77-0057122
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $8,759,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20240920145345NAL0004529555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,759,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,759,971
- Net assets (BOY)
- $7,072,323
Income & contributions
- Employer contributions
- $344,836
- Participant contributions
- $411,468
- Total contributions
- $756,304
- Total income / additions
- $2,126,047
Expenses & distributions
- Benefits paid
- $357,441
- Administrative expenses
- $80,958
- Total expenses
- $438,399
- Net increase / (decrease)
- $1,687,648
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVESTMENT ADVISORY | $34,484 | $7,679 | 2023 |
| Index Core-Passive Through Targetda | INVESTMENT MANAGEMENT | $33,946 | not reported in the loaded dataset | 2023 |
| Michele Smith | INVESTMENT ADIVSORY | $12,277 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | INVESTMENT MANAGEMENT | $3 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fresno Beverage Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Nationwide — Schedule C compensation
- Index Core-Passive Through Targetda — Schedule C compensation
- Michele Smith — Schedule C compensation
- Td Ameritrade — Schedule C compensation