Plan5500

Markstein Beverage Retirement Savings Plan — Form 5500 plan (Markstein Beverage Co. Of Sacramento)

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, Markstein Beverage Retirement Savings Plan is a benefit plan reported by Markstein Beverage Co. Of Sacramento under EIN 94-2253303 and plan number 001. The latest loaded filing year is 2023. The filing reports 583 participants and $964 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Markstein Beverage Co. Of Sacramento
EIN
94-2253303
Plan number
001
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
583
End-of-year plan assets
$964

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023583H, C20250122084638NAL0004800049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$964
Total liabilities (EOY)
$0
Net assets (EOY)
$964
Net assets (BOY)
$51,578,297

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
-$1,826,845

Expenses & distributions

Benefits paid
$49,718,597
Administrative expenses
$1,984
Total expenses
$49,750,488
Net increase / (decrease)
-$51,577,333

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Campbell Taylor WashburnACCOUNTANT/AUDITOR$6,982not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$5,025$02023

Related Form 5500 pages