2023 Form 5500 filing — City Beverages 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 20240723155149NAL0006779651001) for City Beverages 401(K) Plan, reported by City Beverages, LLC under EIN 59-3472640 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.2MReported net assets$17,172,211
Participants251
Provider compensation$66.1K2 Schedule C row(s)$66,138
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240723155149NAL0006779651001
Plan sponsor
City Beverages, LLC
EIN
59-3472640
Plan number
001
Location
Orlando, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.2M total assets
Net assets$17.2MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$919K
Benefits paid / distributions$852.9K
Contributions
Employer$358K
Participant$786.6K
Full reported line items
Total assets (EOY)
$17,172,211
Total liabilities (EOY)
$0
Net assets (EOY)
$17,172,211
Employer contributions
$357,959
Participant contributions
$786,617
Total income / additions
$3,796,936
Benefits paid
$852,864
Administrative expenses
$66,138
Total expenses
$919,002
Net increase / (decrease)
$2,877,934
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $39.3K
  2. 2
    TPA AND RK · Direct $26.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723155149NAL0006779651001 cover?
It is the 2023 Form 5500 filing for City Beverages 401(K) Plan, reported by City Beverages, LLC (EIN 59-3472640).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages