2023 Form 5500 filing — Brescome Barton, Inc. Retirement And Savings Plan For Liquor Sales Union
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 20240923150646NAL0020704224001) for Brescome Barton, Inc. Retirement And Savings Plan For Liquor Sales Union, reported by Brescome Barton, Inc. under EIN 06-0676916 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923150646NAL0020704224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brescome Barton, Inc.
- EIN
- 06-0676916
- Plan number
- 001
- Location
- North Haven, CT
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,383,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,383,108
- Employer contributions
- $428,101
- Participant contributions
- $758,046
- Total income / additions
- $4,589,002
- Benefits paid
- $715,774
- Administrative expenses
- $44,840
- Total expenses
- $760,614
- Net increase / (decrease)
- $3,828,388
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,839 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |