Sodastream Usa Inc 401 K Profit Sharing Plan Trust — Form 5500 plan (Soda Stream Usa)
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, Sodastream Usa Inc 401 K Profit Sharing Plan Trust is a benefit plan reported by Soda Stream Usa under EIN 52-2186584 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $8,793,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Soda Stream Usa
- EIN
- 52-2186584
- Plan number
- 001
- Plan type
- 2
- Location
- Pennsauken, NJ
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $8,793,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20240911085612NAL0008231377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,793,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,793,220
- Net assets (BOY)
- $6,539,830
Income & contributions
- Employer contributions
- $486,080
- Participant contributions
- $750,043
- Total contributions
- $1,306,743
- Total income / additions
- $2,528,915
Expenses & distributions
- Benefits paid
- $245,071
- Administrative expenses
- $30,454
- Total expenses
- $275,525
- Net increase / (decrease)
- $2,253,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Legacy Retirement Solutions, LLC | TPA | $850 | $3,529 | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $1,010 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11 | not reported in the loaded dataset | 2023 |
| Great West Life & Annuity Insurance | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors Ins Agency | FINANCIAL ADVISOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Soda Stream Usa
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Pennsauken, NJ
- Legacy Retirement Solutions, LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Great West Life & Annuity Insurance — Schedule C compensation
- Wells Fargo Advisors Ins Agency — Schedule C compensation