2023 Form 5500 filing — Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment 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 20240905083044NAL0010260147001) for Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan, reported by Badger Liquor Co., Inc. under EIN 39-6080278 and plan number 003. It reports 685 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905083044NAL0010260147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Badger Liquor Co., Inc.
- EIN
- 39-6080278
- Plan number
- 003
- Location
- Fond Du Lac, WI
- Participants
- 685
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,432,797
- Total liabilities (EOY)
- $36,561
- Net assets (EOY)
- $67,396,236
- Employer contributions
- $1,464,013
- Participant contributions
- $2,967,871
- Total income / additions
- $14,995,138
- Benefits paid
- $6,022,750
- Administrative expenses
- $232,670
- Total expenses
- $6,255,420
- Net increase / (decrease)
- $8,739,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nyhart | NONE | $140,095 | not reported in the loaded dataset |
| National Exchange Bank And Trust | NONE | $75,000 | not reported in the loaded dataset |
| Fidelity Investments | NONE | $0 | $25,431 |
| Promanage, LLC | NONE | $17,576 | not reported in the loaded dataset |