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, National Beverage Investment And Profit Sharing Plan is a benefit plan reported by National Beverage Corp. under EIN 59-2605822 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,891 participants and $81,547,738 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,547,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,547,738
- Net assets (BOY)
- $72,762,664
Income & contributions
- Employer contributions
- $2,743,946
- Participant contributions
- $2,470,758
- Total contributions
- $6,143,872
- Total income / additions
- $19,034,173
Expenses & distributions
- Benefits paid
- $9,975,333
- Administrative expenses
- $118,752
- Total expenses
- $10,249,099
- Net increase / (decrease)
- $8,785,074