Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan — Form 5500 plan (Badger Liquor Co., 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, Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan is a benefit plan reported by Badger Liquor Co., Inc. under EIN 39-6080278 and plan number 003. The latest loaded filing year is 2023. The filing reports 685 participants and $67,432,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Badger Liquor Co., Inc.
- EIN
- 39-6080278
- Plan number
- 003
- Plan type
- 2
- Location
- Fond Du Lac, WI
- Latest filing year
- 2023
- Participants
- 685
- End-of-year plan assets
- $67,432,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 685 | H, C | 20240905083044NAL0010260147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,432,797
- Total liabilities (EOY)
- $36,561
- Net assets (EOY)
- $67,396,236
- Net assets (BOY)
- $58,656,518
Income & contributions
- Employer contributions
- $1,464,013
- Participant contributions
- $2,967,871
- Total contributions
- $4,688,610
- Total income / additions
- $14,995,138
Expenses & distributions
- Benefits paid
- $6,022,750
- Administrative expenses
- $232,670
- Total expenses
- $6,255,420
- Net increase / (decrease)
- $8,739,718
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nyhart | NONE | $140,095 | not reported in the loaded dataset | 2023 |
| National Exchange Bank And Trust | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $0 | $25,431 | 2023 |
| Promanage, LLC | NONE | $17,576 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Badger Liquor Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fond Du Lac, WI
- Nyhart — Schedule C compensation
- National Exchange Bank And Trust — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Promanage, LLC — Schedule C compensation