High Grade Beverage 401(K) Plan — Form 5500 plan (High Grade Beverage)
Plain-English plan 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, High Grade Beverage 401(K) Plan is a benefit plan reported by High Grade Beverage under EIN 22-0989250 and plan number 004. The latest loaded filing year is 2023. The filing reports 262 participants and $19,825,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- High Grade Beverage
- EIN
- 22-0989250
- Plan number
- 004
- Plan type
- 2
- Location
- North Brunswick, NJ
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $19,825,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20241014091149NAL0043947568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,825,117
- Total liabilities (EOY)
- $6,800
- Net assets (EOY)
- $19,818,317
- Net assets (BOY)
- $17,557,786
Income & contributions
- Employer contributions
- $609,246
- Participant contributions
- $822,596
- Total contributions
- $1,498,767
- Total income / additions
- $4,495,261
Expenses & distributions
- Benefits paid
- $2,176,480
- Administrative expenses
- $18,366
- Total expenses
- $2,234,730
- Net increase / (decrease)
- $2,260,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $12,932 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,434 | $0 | 2023 |