2023 Form 5500 filing — Hayden 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 20240925105704NAL0005403603001) for Hayden Beverage Company 401(K) Profit Sharing Plan, reported by Boise Sales Co. Dba Hayden Beverage Company under EIN 82-0310320 and plan number 001. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.4MReported net assets$15,439,005
Participants580
Provider compensation$91.5K4 Schedule C row(s)$91,546
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925105704NAL0005403603001
Plan sponsor
Boise Sales Co. Dba Hayden Beverage Company
EIN
82-0310320
Plan number
001
Location
Boise, ID
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.4M total assets
Net assets$15.4MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$738.1K
Benefits paid / distributions$646.9K
Contributions
Employer$385.7K
Participant$1.4M
Full reported line items
Total assets (EOY)
$15,439,005
Total liabilities (EOY)
$0
Net assets (EOY)
$15,439,005
Employer contributions
$385,729
Participant contributions
$1,351,537
Total income / additions
$3,973,660
Benefits paid
$646,869
Administrative expenses
$91,245
Total expenses
$738,114
Net increase / (decrease)
$3,235,546

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Clear Creek Fin ManagementINVESTMENT ADVISOR$30,000not reported in the loaded dataset
Empower Advisory Group LLCINVESTMENT MGMT$25,336not reported in the loaded dataset
Empower Annuity Ins Co Of AmericaRECORDKEEPER$18,513$0
Pinnacle Pension ServicesCONTRACT ADMINISTRATOR$17,697not reported in the loaded dataset

Related Form 5500 pages