2023 Form 5500 filing — Markstein Beverage 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 20250122084638NAL0004800049001) for Markstein Beverage Retirement Savings Plan, reported by Markstein Beverage Co. Of Sacramento under EIN 94-2253303 and plan number 001. It reports 583 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)$964Reported net assets
Participants583
Provider compensation$2K2 Schedule C row(s)$1,957
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250122084638NAL0004800049001
- Plan sponsor
- Markstein Beverage Co. Of Sacramento
- EIN
- 94-2253303
- Plan number
- 001
- Location
- Sacramento, CA
- Received date
- not reported in the loaded dataset
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)$964 total assets
Net assets$964Liabilities$0
Full reported line items
- Total assets (EOY)
- $964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $964
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$1,826,845
- Benefits paid
- $49,718,597
- Administrative expenses
- $1,984
- Total expenses
- $49,750,488
- Net increase / (decrease)
- -$51,577,333
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Campbell Taylor Washburn | ACCOUNTANT/AUDITOR | $6,982 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,025 | $0 |