2023 Form 5500 filing — Budweiser Distributing Company Of Borger 401(K) Retirement 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 20240930133623NAL0005587953002) for Budweiser Distributing Company Of Borger 401(K) Retirement Plan, reported by Budweiser Distributing Company Of Borger, L.P. under EIN 75-1325404 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240930133623NAL0005587953002
Filing year
2023
Form type
2
Plan sponsor
Budweiser Distributing Company Of Borger, L.P.
EIN
75-1325404
Plan number
001
Location
Amarillo, TX
Participants
202
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,003,069
Net assets (EOY)
$14,003,069
Employer contributions
$290,142
Participant contributions
$633,682
Total income / additions
$2,666,709
Benefits paid
$640,195
Administrative expenses
$78,561
Total expenses
$718,756
Net increase / (decrease)
$1,947,953
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cwm LLCINVESTMENT ADVISORY PLAN$43,809not reported in the loaded dataset
Transamerica Retirement SolutionsRECORDKEEPER$30,881$0
Nova 401(K) AssociatesTHIRD PARTY ADMINISTRATOR$3,871$420

Related Form 5500 pages