2023 Form 5500 filing — Niagara Water Retirement 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 20240819125505NAL0001472209001) for Niagara Water Retirement Plan, reported by Niagara Bottling, LLC under EIN 33-0843510 and plan number 003. It reports 7,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819125505NAL0001472209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Niagara Bottling, LLC
- EIN
- 33-0843510
- Plan number
- 003
- Location
- Diamond Bar, CA
- Participants
- 7,337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,995,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,995,674
- Employer contributions
- $6,817,568
- Participant contributions
- $33,084,056
- Total income / additions
- $81,918,947
- Benefits paid
- $14,741,666
- Administrative expenses
- $226,800
- Total expenses
- $15,243,596
- Net increase / (decrease)
- $66,675,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $226,800 | $0 |