2023 Form 5500 filing — Southern Glazer'S Union 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 20240610082154NAL0012395187001) for Southern Glazer'S Union 401(K) Plan, reported by Southern Glazer'S Wine And Spirits, LLC under EIN 59-1285786 and plan number 002. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240610082154NAL0012395187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Glazer'S Wine And Spirits, LLC
- EIN
- 59-1285786
- Plan number
- 002
- Location
- Miami, FL
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,094,182
- Net assets (EOY)
- $16,094,182
- Employer contributions
- $347,930
- Participant contributions
- $1,475,711
- Total income / additions
- $4,177,078
- Benefits paid
- $635,972
- Administrative expenses
- $16,561
- Total expenses
- $660,790
- Net increase / (decrease)
- $3,516,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $16,560 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $7,464 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |