2023 Form 5500 filing — Bodega Latina 401(K) Retirement And 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 20241011131111NAL0010947923001) for Bodega Latina 401(K) Retirement And Savings Plan, reported by Bodega Latina Corporation under EIN 95-4517472 and plan number 001. It reports 8,180 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)$6.3MReported net assets$6,294,389
Participants8.2K8,180
Provider compensation$22.6K2 Schedule C row(s)$22,649
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011131111NAL0010947923001
Plan sponsor
Bodega Latina Corporation
EIN
95-4517472
Plan number
001
Location
Commerce, CA
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)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$288.8K
Benefits paid / distributions$231.6K
Contributions
Employer$0
Participant$1.6M
Full reported line items
Total assets (EOY)
$6,294,389
Total liabilities (EOY)
$0
Net assets (EOY)
$6,294,389
Employer contributions
$0
Participant contributions
$1,614,536
Total income / additions
$2,334,466
Benefits paid
$231,626
Administrative expenses
$23,774
Total expenses
$288,805
Net increase / (decrease)
$2,045,661
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $22.6K · Indirect $0
  2. 2
    OTHER SERVICES · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011131111NAL0010947923001 cover?
It is the 2023 Form 5500 filing for Bodega Latina 401(K) Retirement And Savings Plan, reported by Bodega Latina Corporation (EIN 95-4517472).
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