Peerless Beverage Company 401(K) Profit Sharing Plan — Form 5500 plan (Peerless Beverage Co.)
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, Peerless Beverage Company 401(K) Profit Sharing Plan is a benefit plan reported by Peerless Beverage Co. under EIN 22-1429984 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $37,764,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peerless Beverage Co.
- EIN
- 22-1429984
- Plan number
- 002
- Plan type
- 2
- Location
- Union, NJ
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $37,764,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241014150939NAL0045028688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,764,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,764,131
- Net assets (BOY)
- $31,116,046
Income & contributions
- Employer contributions
- $359,863
- Participant contributions
- $1,130,183
- Total contributions
- $1,490,046
- Total income / additions
- $7,448,151
Expenses & distributions
- Benefits paid
- $736,193
- Administrative expenses
- $63,873
- Total expenses
- $800,066
- Net increase / (decrease)
- $6,648,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | NONE | $48,589 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $11,143 | not reported in the loaded dataset | 2023 |