2023 Form 5500 filing — Counter Culture Coffee Inc 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 20241004055021NAL0011016305001) for Counter Culture Coffee Inc 401(K) Profit Sharing Plan, reported by Counter Culture Coffee, Inc. under EIN 56-1907086 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004055021NAL0011016305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Counter Culture Coffee, Inc.
- EIN
- 56-1907086
- Plan number
- 001
- Location
- Durham, NC
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,817,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,817,040
- Employer contributions
- $178,178
- Participant contributions
- $372,095
- Total income / additions
- $1,360,946
- Benefits paid
- $610,711
- Administrative expenses
- $11,054
- Total expenses
- $621,765
- Net increase / (decrease)
- $739,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Wealth Management | INVESTMENT/FINANCIAL ADVI | $10,284 | $0 |
| Adp, Inc. | RECORD KEEPER | $770 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |