Plan5500

Southern Glazer'S Union 401(K) Plan — Form 5500 plan (Southern Glazer'S Wine And Spirits, 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, Southern Glazer'S Union 401(K) Plan is a benefit plan reported by Southern Glazer'S Wine And Spirits, LLC under EIN 59-1285786 and plan number 002. The latest loaded filing year is 2023. The filing reports 337 participants and $7,050,339 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Glazer'S Wine And Spirits, LLC
EIN
59-1285786
Plan number
002
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
337
End-of-year plan assets
$7,050,339

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023337H, C20240610082154NAL0012395187001
2023821H, C20241015072203NAL0015937027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,094,182
Net assets (EOY)
$16,094,182
Net assets (BOY)
$12,499,544

Income & contributions

Employer contributions
$347,930
Participant contributions
$1,475,711
Total contributions
$1,823,641
Total income / additions
$4,177,078

Expenses & distributions

Benefits paid
$635,972
Administrative expenses
$16,561
Total expenses
$660,790
Net increase / (decrease)
$3,516,288

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$16,560not reported in the loaded dataset2023
Schwab Retirement Plan Services IncNONE$7,464not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages