2023 Form 5500 filing — Southern Glazer'S 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240610081727NAL0026456097002) for Southern Glazer'S 401(K) Plan, reported by Southern Glazer'S Wine And Spirits, LLC under EIN 59-1285786 and plan number 001. It reports 19,949 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240610081727NAL0026456097002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Glazer'S Wine And Spirits, LLC
- EIN
- 59-1285786
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 19,949
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,881,487,368
- Net assets (EOY)
- $1,881,487,368
- Employer contributions
- $43,709,538
- Participant contributions
- $125,826,980
- Total income / additions
- $467,269,598
- Benefits paid
- $136,467,141
- Administrative expenses
- $1,182,579
- Total expenses
- $137,951,935
- Net increase / (decrease)
- $329,317,663
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $1,119,554 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $812,075 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $62,500 | not reported in the loaded dataset |
| Welch Hornsby & Welch Inc | NONE | $42,500 | not reported in the loaded dataset |
| Charle Schwab & Co., Inc | NONE | $0 | $0 |