Nor-Cal Beverage Co. , Inc. Employee Pension Plan — Form 5500 plan (Nor-Cal Beverage Co., 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, Nor-Cal Beverage Co. , Inc. Employee Pension Plan is a benefit plan reported by Nor-Cal Beverage Co., Inc. under EIN 94-1722564 and plan number 001. The latest loaded filing year is 2023. The filing reports 775 participants and $1,381,364 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.4MPlan net assets, end of year$1,381,364
Participants775Covered participants reported
Assets / participant$1.8KComputed: assets ÷ participants$1,782 (computed)
Provider compensationNone reported
Plan sponsor
Nor-Cal Beverage Co., Inc.
EIN
94-1722564
Plan number
001
Plan type
2
Location
West Sacramento, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023775H20241014122700NAL0053508178001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities$0
Money in vs. money out
Total income / additions$5.6M
Total expenses$17.7M
Benefits paid / distributions$17.7M
Contributions
Employer$5.9M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,381,364
Total liabilities (EOY)
$0
Net assets (EOY)
$1,381,364
Net assets (BOY)
$13,410,020

Income & contributions

Employer contributions
$5,900,000
Total contributions
$5,900,000
Total income / additions
$5,633,121

Expenses & distributions

Benefits paid
$17,665,917
Administrative expenses
-$4,140
Total expenses
$17,661,777
Net increase / (decrease)
-$12,028,656
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1279%Computed ratio
Benefits paid ÷ total income314%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages