2023 Form 5500 filing — Quality Beverage 401(K) 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 20241014151612NAL0054153250001) for Quality Beverage 401(K) Plan, reported by Quality Beverage Limited Partnership under EIN 43-1683474 and plan number 003. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151612NAL0054153250001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quality Beverage Limited Partnership
- EIN
- 43-1683474
- Plan number
- 003
- Location
- Taunton, MA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,592,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,592,947
- Employer contributions
- $554,240
- Participant contributions
- $857,109
- Total income / additions
- $4,954,667
- Benefits paid
- $3,472,955
- Administrative expenses
- $10,570
- Total expenses
- $3,483,525
- Net increase / (decrease)
- $1,471,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Angell Pension Group Inc. | THIRD PARTY ADMINISTRATO | $8,052 | not reported in the loaded dataset |
| Ascensus | RECORDKEEPER | $2,518 | not reported in the loaded dataset |