Emporia Wholesale Coffee Company Profit Sharing Plan & Trust — Form 5500 plan (Emporia Wholesale Coffee 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, Emporia Wholesale Coffee Company Profit Sharing Plan & Trust is a benefit plan reported by Emporia Wholesale Coffee Company under EIN 48-0209630 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $8,192,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emporia Wholesale Coffee Company
- EIN
- 48-0209630
- Plan number
- 001
- Plan type
- 2
- Location
- Emporia, KS
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $8,192,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241015164239NAL0029144641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,192,389
- Total liabilities (EOY)
- $10,975
- Net assets (EOY)
- $8,181,414
- Net assets (BOY)
- $6,732,272
Income & contributions
- Employer contributions
- $184,771
- Participant contributions
- $506,464
- Total contributions
- $710,384
- Total income / additions
- $2,057,241
Expenses & distributions
- Benefits paid
- $578,344
- Administrative expenses
- $29,755
- Total expenses
- $608,099
- Net increase / (decrease)
- $1,449,142
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs | INVESMENT ADVISOR | $14,126 | not reported in the loaded dataset | 2023 |
| Tpp Retirement Plan Specialists | RECORDKEEPER, TPA | $11,393 | not reported in the loaded dataset | 2023 |