2023 Form 5500 filing — Labatt Food Service Employees' 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 20241007102858NAL0025927968001) for Labatt Food Service Employees' Profit Sharing Plan, reported by Labatt Food Service under EIN 26-0421158 and plan number 001. It reports 1,435 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)$71.2MReported net assets$71,159,821
Participants1.4K1,435
Provider compensation$91K3 Schedule C row(s)$90,964
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007102858NAL0025927968001
Plan sponsor
Labatt Food Service
EIN
26-0421158
Plan number
001
Location
San Antonio, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$71.2M total assets
Net assets$71.2MLiabilities$0
Money in vs. money out
Total income / additions$16.8M
Total expenses$7.8M
Benefits paid / distributions$7.6M
Contributions
Employer$1.4M
Participant$4.2M
Full reported line items
Total assets (EOY)
$71,159,821
Total liabilities (EOY)
$0
Net assets (EOY)
$71,159,821
Employer contributions
$1,431,969
Participant contributions
$4,207,804
Total income / additions
$16,796,652
Benefits paid
$7,607,834
Administrative expenses
$90,964
Total expenses
$7,839,833
Net increase / (decrease)
$8,956,819
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $41.7K
  2. 2
    RECORDKEEPER · Direct $26.7K · Indirect $0
  3. 3
    ACCOUNTANT/AUDITOR · Direct $22.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007102858NAL0025927968001 cover?
It is the 2023 Form 5500 filing for Labatt Food Service Employees' Profit Sharing Plan, reported by Labatt Food Service (EIN 26-0421158).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages