Bueno Beverage Company 401(K) Profit Sharing Plan — Form 5500 plan (Sequoia Beverage Company, A Limited Partnership Dba Bueno Beverage 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, Bueno Beverage Company 401(K) Profit Sharing Plan is a benefit plan reported by Sequoia Beverage Company, A Limited Partnership Dba Bueno Beverage Co under EIN 77-0136563 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $9,006,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sequoia Beverage Company, A Limited Partnership Dba Bueno Beverage Co
- EIN
- 77-0136563
- Plan number
- 001
- Plan type
- 2
- Location
- Visalia, CA
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $9,006,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20250408114044NAL0018010017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,006,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,006,701
- Net assets (BOY)
- $8,025,232
Income & contributions
- Employer contributions
- $308,035
- Participant contributions
- $118,571
- Total contributions
- $426,606
- Total income / additions
- $1,696,352
Expenses & distributions
- Benefits paid
- $635,738
- Administrative expenses
- $79,145
- Total expenses
- $714,883
- Net increase / (decrease)
- $981,469
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORD KEEPER | $70,100 | $1,013 | 2023 |
| Morgan Stanley | BROKER | $0 | $15,156 | 2023 |
| Nexus Administrators, Inc. | CONTRACT ADMINISTRATOR | $8,975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sequoia Beverage Company, A Limited Partnership Dba Bueno Beverage Co
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Visalia, CA
- Nationwide — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Nexus Administrators, Inc. — Schedule C compensation