2023 Form 5500 filing — Choice Usa Beverage Retirement Savings 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 20241003084410NAL0016707152001) for Choice Usa Beverage Retirement Savings Plan, reported by Choice Usa Beverage, Inc. under EIN 56-0592294 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003084410NAL0016707152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Choice Usa Beverage, Inc.
- EIN
- 56-0592294
- Plan number
- 001
- Location
- Lowell, NC
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,036,963
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,036,963
- Employer contributions
- $158,388
- Participant contributions
- $347,781
- Total income / additions
- $1,423,802
- Benefits paid
- $1,054,351
- Administrative expenses
- $5,208
- Total expenses
- $1,059,559
- Net increase / (decrease)
- $364,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $14,491 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $4,979 | $0 |