Beverage Center Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Beverage Center Associates, Inc. (EIN 14-1699978) is a plan sponsor located in Poughkeepsie, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
14-1699978
Location
Poughkeepsie, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Beverage Center Associates, Inc.

  • 1 loaded plans hold $3.5M in reported assets.
  • The largest, Beverage Center Associates, Inc. 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 91 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.5MSummed across loaded plans$3,470,806
Total reported assets$3.5M$3,470,806
Total reported participants91
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.5M total assets
Net assets$3.5MLiabilities
Contributions & income
Employer contributions$35.1K
Participant contributions$102K
Total income / additions$642K
Expenses & distributions
Benefits paid / distributions$175K
Total expenses$204.8K
Net increase / (decrease)$437.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Beverage Center Associates, Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan91Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Beverage Center Associates, Inc.. Open one for its full reported snapshot.

  1. 2023
    Beverage Center Associates, Inc. 401(K) Profit Sharing Plan And Trust91 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Beverage Center Associates, Inc. report on Form 5500?
Beverage Center Associates, Inc. (EIN 14-1699978) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Beverage Center Associates, Inc.?
The Employer Identification Number (EIN) reported for Beverage Center Associates, Inc. is 14-1699978.
What is the latest Form 5500 filing year for Beverage Center Associates, Inc.?
The latest loaded Form 5500 filing year for Beverage Center Associates, Inc. is 2023.

Related Form 5500 pages