2023 Form 5500 filing — Nor-Cal Beverage Co., Inc. Employee Retirement Pla
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 20240910104233NAL0009557376001) for Nor-Cal Beverage Co., Inc. Employee Retirement Pla, reported by Nor-Cal Beverage Co., Inc. under EIN 94-1722564 and plan number 003. It reports 976 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910104233NAL0009557376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nor-Cal Beverage Co., Inc.
- EIN
- 94-1722564
- Plan number
- 003
- Location
- West Sacramento, CA
- Participants
- 976
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,638,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,638,556
- Employer contributions
- $1,310,154
- Participant contributions
- $4,118,422
- Total income / additions
- $13,700,496
- Benefits paid
- $8,495,192
- Administrative expenses
- $199,465
- Total expenses
- $8,698,245
- Net increase / (decrease)
- $5,002,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $121,395 | $0 |
| Wells Fargo Advisors | NONE | $75,610 | not reported in the loaded dataset |