High Country Beverage Corporation 401(K) Plan — Form 5500 plan (High Country Beverage Corporation)
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, High Country Beverage Corporation 401(K) Plan is a benefit plan reported by High Country Beverage Corporation under EIN 81-0546974 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $17,246,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- High Country Beverage Corporation
- EIN
- 81-0546974
- Plan number
- 001
- Plan type
- 2
- Location
- Johnstown, CO
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $17,246,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241015092335NAL0016052787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,246,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,246,975
- Net assets (BOY)
- $14,091,041
Income & contributions
- Employer contributions
- $810,623
- Participant contributions
- $1,070,792
- Total contributions
- $1,885,856
- Total income / additions
- $4,480,989
Expenses & distributions
- Benefits paid
- $1,211,224
- Administrative expenses
- $113,831
- Total expenses
- $1,325,055
- Net increase / (decrease)
- $3,155,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | NONE | $36,523 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps,Inc | NONE | $25,874 | $0 | 2023 |
| Futureplan By Ascensus | NONE | $0 | $15,950 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Goldman Sachs Funds | NONE | $0 | $0 | 2023 |
| Loomis Sayles | NONE | $0 | $0 | 2023 |
| Oakmark | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Thornburg Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Dws Investments | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for High Country Beverage Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Johnstown, CO
- Lpl Financial — Schedule C compensation
- T Rowe Price Rps,Inc — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Fidelity — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Goldman Sachs Funds — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Oakmark — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Thornburg Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Dws Investments — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Franklin Templeton — Schedule C compensation