2023 Form 5500 filing — Bueno Beverage Company 401(K) Profit Sharing 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 20250408114044NAL0018010017001) for Bueno Beverage Company 401(K) Profit Sharing Plan, reported by Sequoia Beverage Company, A Limited Partnership Dba Bueno Beverage Co under EIN 77-0136563 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408114044NAL0018010017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sequoia Beverage Company, A Limited Partnership Dba Bueno Beverage Co
- EIN
- 77-0136563
- Plan number
- 001
- Location
- Visalia, CA
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,006,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,006,701
- Employer contributions
- $308,035
- Participant contributions
- $118,571
- Total income / additions
- $1,696,352
- Benefits paid
- $635,738
- Administrative expenses
- $79,145
- Total expenses
- $714,883
- Net increase / (decrease)
- $981,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD KEEPER | $70,100 | $1,013 |
| Morgan Stanley | BROKER | $0 | $15,156 |
| Nexus Administrators, Inc. | CONTRACT ADMINISTRATOR | $8,975 | not reported in the loaded dataset |