The Beverage Market, LLC 401(K) Retirement Savings Plan — Form 5500 plan (The Beverage Market, LLC)

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, The Beverage Market, LLC 401(K) Retirement Savings Plan is a benefit plan reported by The Beverage Market, LLC under EIN 86-3451424 and plan number 002. The latest loaded filing year is 2023. The filing reports 104 participants and $5,112,369 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Beverage Market, LLC
EIN
86-3451424
Plan number
002
Plan type
2
Location
Hazard, KY
Latest filing year
2023
Participants
104
End-of-year plan assets
$5,112,369

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104H, C20241014163040NAL0015297571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,112,369
Net assets (EOY)
$5,112,369
Net assets (BOY)
$4,349,342

Income & contributions

Employer contributions
$204,923
Participant contributions
$434,574
Total contributions
$639,497
Total income / additions
$1,332,773

Expenses & distributions

Benefits paid
$540,678
Administrative expenses
$29,068
Total expenses
$569,746
Net increase / (decrease)
$763,027

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$29,068$02023
Wells Fargo Advisors Ins Agency LLCOTHER SERVICES$0$15,9422023

Related Form 5500 pages