Tampico Beverages Inc. Profit Sharing Savings Plan — Form 5500 plan (Tampico Beverages 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, Tampico Beverages Inc. Profit Sharing Savings Plan is a benefit plan reported by Tampico Beverages Inc. under EIN 36-3676374 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $3,792,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tampico Beverages Inc.
- EIN
- 36-3676374
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $3,792,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241007100123NAL0007467987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,792,892
- Net assets (EOY)
- $3,792,892
- Net assets (BOY)
- $3,264,170
Income & contributions
- Participant contributions
- $269,334
- Total contributions
- $269,334
- Total income / additions
- $786,622
Expenses & distributions
- Benefits paid
- $217,152
- Administrative expenses
- $22,866
- Total expenses
- $257,900
- Net increase / (decrease)
- $528,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,710 | not reported in the loaded dataset | 2023 |
| Plexus Financial Services LLC | INVESTMENT ADVISORY | $0 | $8,527 | 2023 |