2023 Form 5500 filing — Stitzel-Weller Hourly Retirement 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 20241015112214NAL0057197250001) for Stitzel-Weller Hourly Retirement Plan, reported by Diageo North America, Inc. under EIN 06-1067908 and plan number 009. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.2MReported net assets$5,185,087
Participants157
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015112214NAL0057197250001
Plan sponsor
Diageo North America, Inc.
EIN
06-1067908
Plan number
009
Location
New York, NY
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)$5.2M total assets
Net assets$5.2MLiabilities$7.5K
Money in vs. money out
Total income / additions$454.3K
Total expenses$337.6K
Benefits paid / distributions$337.6K
Full reported line items
Total assets (EOY)
$5,192,623
Total liabilities (EOY)
$7,536
Net assets (EOY)
$5,185,087
Total income / additions
$454,337
Benefits paid
$337,597
Administrative expenses
$0
Total expenses
$337,597
Net increase / (decrease)
$116,740

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015112214NAL0057197250001 cover?
It is the 2023 Form 5500 filing for Stitzel-Weller Hourly Retirement Plan, reported by Diageo North America, Inc. (EIN 06-1067908).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages