2023 Form 5500 filing — Valley Wide Beverage Company 401(K) Profit Sharing 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 20240920145345NAL0004529555001) for Valley Wide Beverage Company 401(K) Profit Sharing Plan, reported by Fresno Beverage Company, Inc. under EIN 77-0057122 and plan number 001. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920145345NAL0004529555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fresno Beverage Company, Inc.
- EIN
- 77-0057122
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,759,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,759,971
- Employer contributions
- $344,836
- Participant contributions
- $411,468
- Total income / additions
- $2,126,047
- Benefits paid
- $357,441
- Administrative expenses
- $80,958
- Total expenses
- $438,399
- Net increase / (decrease)
- $1,687,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT ADVISORY | $34,484 | $7,679 |
| Index Core-Passive Through Targetda | INVESTMENT MANAGEMENT | $33,946 | not reported in the loaded dataset |
| Michele Smith | INVESTMENT ADIVSORY | $12,277 | not reported in the loaded dataset |
| Td Ameritrade | INVESTMENT MANAGEMENT | $3 | not reported in the loaded dataset |