2023 Form 5500 filing — Superior Beverage Group 401(K) 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 20241010151015NAL0011647779001) for Superior Beverage Group 401(K) Retirement Savings Plan, reported by Superior Beverage Group, Ltd. under EIN 34-1447065 and plan number 002. It reports 600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151015NAL0011647779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Superior Beverage Group, Ltd.
- EIN
- 34-1447065
- Plan number
- 002
- Location
- Lewis Center, OH
- Participants
- 600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,238,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,238,414
- Employer contributions
- $722,792
- Participant contributions
- $1,897,465
- Total income / additions
- $9,494,415
- Benefits paid
- $2,705,553
- Administrative expenses
- $6,242
- Total expenses
- $2,711,795
- Net increase / (decrease)
- $6,782,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $6,242 | $0 |