Carolina Beverage Group LLC 401(K) Retirement Plan — Form 5500 plan (Carolina Beverage Group, 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, Carolina Beverage Group LLC 401(K) Retirement Plan is a benefit plan reported by Carolina Beverage Group, LLC under EIN 61-1669373 and plan number 001. The latest loaded filing year is 2023. The filing reports 551 participants and $6,903,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolina Beverage Group, LLC
- EIN
- 61-1669373
- Plan number
- 001
- Plan type
- 2
- Location
- Mooresville, NC
- Latest filing year
- 2023
- Participants
- 551
- End-of-year plan assets
- $6,903,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 551 | H, C | 20241004132009NAL0005725075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,903,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,903,420
- Net assets (BOY)
- $5,477,902
Income & contributions
- Employer contributions
- $449,219
- Participant contributions
- $675,149
- Total contributions
- $1,236,532
- Total income / additions
- $2,334,025
Expenses & distributions
- Benefits paid
- $856,228
- Administrative expenses
- $44,337
- Total expenses
- $908,507
- Net increase / (decrease)
- $1,425,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,623 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,214 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carolina Beverage Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Mooresville, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation