Excel Bottling Company 401(K) Plan — Form 5500 plan (Excel Bottling Company)
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, Excel Bottling Company 401(K) Plan is a benefit plan reported by Excel Bottling Company under EIN 37-0960892 and plan number 002. The latest loaded filing year is 2023. The filing reports 35 participants and $2,438,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excel Bottling Company
- EIN
- 37-0960892
- Plan number
- 002
- Plan type
- 2
- Location
- Breese, IL
- Latest filing year
- 2023
- Participants
- 35
- End-of-year plan assets
- $2,438,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35 | I | 20240912142840NAL0010263249001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,438,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,438,809
- Net assets (BOY)
- $2,068,519
Income & contributions
- Employer contributions
- $65,458
- Participant contributions
- $124,102
- Total income / additions
- $556,156
Expenses & distributions
- Benefits paid
- $184,943
- Administrative expenses
- $923
- Total expenses
- $185,866
- Net increase / (decrease)
- $370,290
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.