2023 Form 5500 filing — Union Beverage 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 20240925052551NAL0013889377001) for Union Beverage 401(K) Plan, reported by Union Beverage Packers LLC under EIN 26-0060952 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925052551NAL0013889377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Beverage Packers LLC
- EIN
- 26-0060952
- Plan number
- 001
- Location
- Hillside, NJ
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,239,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,239,083
- Employer contributions
- $214,101
- Participant contributions
- $821,910
- Total income / additions
- $1,531,070
- Benefits paid
- $226,965
- Administrative expenses
- $20,167
- Total expenses
- $253,093
- Net increase / (decrease)
- $1,277,977
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $10,618 | $0 |
| Adp, Inc. | RECORD KEEPER | $9,548 | $0 |