Indiana Beverage, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Indiana Beverage, Inc.)

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, Indiana Beverage, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Indiana Beverage, Inc. under EIN 35-1074994 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $37,554,259 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Indiana Beverage, Inc.
EIN
35-1074994
Plan number
001
Plan type
2
Location
Valparaiso, IN
Latest filing year
2023
Participants
265
End-of-year plan assets
$37,554,259

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20241010143542NAL0010141299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,554,259
Total liabilities (EOY)
$0
Net assets (EOY)
$37,554,259
Net assets (BOY)
$32,687,648

Income & contributions

Employer contributions
$1,117,065
Participant contributions
$927,960
Total contributions
$2,062,885
Total income / additions
$7,518,460

Expenses & distributions

Benefits paid
$2,614,984
Administrative expenses
$36,865
Total expenses
$2,651,849
Net increase / (decrease)
$4,866,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$36,000not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$865$02023

Related Form 5500 pages