2023 Form 5500 filing — United Beverages Of North Carolina, LLC 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 20240906140523NAL0001191681001) for United Beverages Of North Carolina, LLC 401(K) Plan, reported by United Beverages Of North Carolina, LLC under EIN 57-1168244 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906140523NAL0001191681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Beverages Of North Carolina, LLC
- EIN
- 57-1168244
- Plan number
- 001
- Location
- Hickory, NC
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,361,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,361,261
- Employer contributions
- $396,715
- Participant contributions
- $653,325
- Total income / additions
- $4,620,958
- Benefits paid
- $468,424
- Administrative expenses
- $60,362
- Total expenses
- $528,786
- Net increase / (decrease)
- $4,092,172
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors | N/A | $34,864 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | N/A | $16,042 | not reported in the loaded dataset |
| Fidelity Investments | N/A | $9,456 | not reported in the loaded dataset |