Search public Form 5500 filings

Plans

• planQualfon/Dialog Direct 401k PlanFinancial statementProvider compensation2023 filing
  $48.6Mreported assets (EOY)
  Sponsor: Dialogdirect, Inc.EIN: 46-1570786Plan: 001Participants: 3,386Assets: $48,588,859Net assets: $48.6MAssets / participant: $14.3KLocation: Highland Park, MILatest: 2023
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• planJohn E. Green Company 401(K) PlanFinancial statementProvider compensation2023 filing
  $39.7Mreported assets (EOY)
  Sponsor: John E. Green CompanyEIN: 38-0607500Plan: 002Participants: 215Assets: $39,690,421Net assets: $39.7MAssets / participant: $184.6KLocation: Highland Park, MILatest: 2023
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• planGreat Lakes Wine & Spirits, LLC 401(K) Savings And Retirement PlanFinancial statementProvider compensation2023 filing
  $38.8Mreported assets (EOY)
  Sponsor: Great Lakes Wine & Spirits, LLCEIN: 26-1689149Plan: 002Participants: 1,102Assets: $38,821,253Net assets: $38.7MAssets / participant: $35.2KLocation: Highland Park, MILatest: 2023
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• planGreat Lakes Wine And Spirits, LLC Retirement Plan For Employees Represented By Teamsters Local 1038Financial statementProvider compensation2023 filing
  $12.8Mreported assets (EOY)
  Sponsor: Great Lakes Wine And Spirits, LLCEIN: 26-1689149Plan: 003Participants: 505Assets: $12,768,402Net assets: $12.8MAssets / participant: $25.3KLocation: Highland Park, MILatest: 2023
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• planGreat Lakes Wine & Spirits Union Plan Local 337Financial statementProvider compensation2023 filing
  $3.6Mreported assets (EOY)
  Sponsor: Great Lakes Wine & Spirits, LLCEIN: 26-1689149Plan: 004Participants: 337Assets: $3,646,225Net assets: $3.6MAssets / participant: $10.8KLocation: Highland Park, MILatest: 2023
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• planQualfon Data Services Group, LLC Health & Welfare Plan2023 filing
  Sponsor: Qualfon Data Services Group, LLCEIN: 20-5732680Plan: 501Participants: 1,468Assets: not reported in the loaded datasetLocation: Highland Park, MILatest: 2023
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• planGreat Lakes Wine & Spirits LLC Employee Welfare Plan2023 filing
  Sponsor: Great Lakes Wine & Spirits LLCEIN: 26-1689149Plan: 550Participants: 991Assets: not reported in the loaded datasetLocation: Highland Park, MILatest: 2023
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• planJohn E. Green Company Benefits Plan2023 filing
  Sponsor: John E. Green CompanyEIN: 38-0607500Plan: 501Participants: 183Assets: not reported in the loaded datasetLocation: Highland Park, MILatest: 2023
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