Major Brands, Inc. Employees' 401(K) Plan — Form 5500 plan (Breakthru Beverage Missouri, LLC)

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, Major Brands, Inc. Employees' 401(K) Plan is a benefit plan reported by Breakthru Beverage Missouri, LLC under EIN 43-0610688 and plan number 001. The latest loaded filing year is 2023. The filing reports 734 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants734Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$174.5K3 Schedule C provider row(s)$174,451
Plan sponsor
Breakthru Beverage Missouri, LLC
EIN
43-0610688
Plan number
001
Plan type
2
Location
St. Louis, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023734H, C20241011144712NAL0012622307002
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$15.1M
Total expenses$10.8M
Benefits paid / distributions$10.7M
Contributions
Employer$1.3M
Participant$2.5M
Full reported line items

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$67,948,704

Income & contributions

Employer contributions
$1,255,743
Participant contributions
$2,528,292
Total contributions
$3,841,593
Total income / additions
$15,052,611

Expenses & distributions

Benefits paid
$10,658,819
Administrative expenses
$179,172
Total expenses
$10,837,991
Net increase / (decrease)
$4,214,620
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Benefits paid ÷ total income71%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$112,479not reported in the loaded dataset2023
Cbiz Investment Advisory ServiNONE$60,976not reported in the loaded dataset2023
Charles Schwab & Co, IncNONE$996$02023

Related Form 5500 pages