Southern Glazer'S Wine & Spirits Of New York, LLC — 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, Southern Glazer'S Wine & Spirits Of New York, LLC (EIN 65-0879542) is a plan sponsor located in Syosset, 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
65-0879542
Location
Syosset, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$47,114,253
Total reported net assets (EOY)
$62,578,990

Contributions & income

Participant contributions
$4,388,138
Total income / additions
$14,692,953

Expenses & distributions

Benefits paid / distributions
$2,451,669
Total expenses
$2,480,317
Net increase / (decrease)
$12,212,636

Coverage

Total reported participants
344
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Southern Glazer'S Wine & Spirits Of New York, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sgws Of New York Sales, Warehouse And Clerical 401(K) Plan010344$47,114,2532023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Southern Glazer'S Wine & Spirits Of New York, LLC
YearPlanParticipantsSchedulesFiling
2023Sgws Of New York Sales, Warehouse And Clerical 401(K) Plan344H, C20240610082154NAL0012395187005
2023Sgws Of New York Sales, Warehouse And Clerical 401(K) Plan415H, C20241015072630NAL0055080178003

Related Form 5500 pages