Alliance Beverage Distributing LLC Employees Retirement Plan — Form 5500 plan (Alliance Beverage Distributing 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, Alliance Beverage Distributing LLC Employees Retirement Plan is a benefit plan reported by Alliance Beverage Distributing LLC under EIN 46-2038111 and plan number 001. The latest loaded filing year is 2023. The filing reports 511 participants and $26,264,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Beverage Distributing LLC
- EIN
- 46-2038111
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 511
- End-of-year plan assets
- $26,264,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 511 | H, C | 20240812092043NAL0005093027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,264,993
- Net assets (EOY)
- $26,264,993
- Net assets (BOY)
- $22,022,898
Income & contributions
- Employer contributions
- $601,845
- Participant contributions
- $1,464,122
- Total contributions
- $2,273,390
- Total income / additions
- $6,099,390
Expenses & distributions
- Benefits paid
- $1,720,890
- Administrative expenses
- $108,746
- Total expenses
- $1,857,295
- Net increase / (decrease)
- $4,242,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Huntington National Bank | INVESTMENT ADVISORY-PLAN | $29,817 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $24,695 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY-PLAN | $19,245 | not reported in the loaded dataset | 2023 |
| The W.L. Burmeister Company | RECORDKEEPER | $12,400 | $0 | 2023 |
| Leafhouse Financial Advisors | INVESTMENT ADVISORY-PLAN | $11,589 | $0 | 2023 |
| Crowe Llp | AUDIT | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance Beverage Distributing LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- The Huntington National Bank — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- The W.L. Burmeister Company — Schedule C compensation
- Leafhouse Financial Advisors — Schedule C compensation
- Crowe Llp — Schedule C compensation