Adams Beverages 401(K)Plan — Form 5500 plan (Adams Beverages, 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, Adams Beverages 401(K)Plan is a benefit plan reported by Adams Beverages, LLC under EIN 63-0733351 and plan number 001. The latest loaded filing year is 2023. The filing reports 709 participants and $18,903,873 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adams Beverages, LLC
EIN
63-0733351
Plan number
001
Plan type
2
Location
Dothan, AL
Latest filing year
2023
Participants
709
End-of-year plan assets
$18,903,873

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023709H, C20240930195125NAL0011930882001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,903,873
Total liabilities (EOY)
$0
Net assets (EOY)
$18,903,873
Net assets (BOY)
$16,416,271

Income & contributions

Employer contributions
$431,826
Participant contributions
$1,465,367
Total contributions
$2,076,205
Total income / additions
$5,022,896

Expenses & distributions

Benefits paid
$2,387,270
Administrative expenses
$101,056
Total expenses
$2,535,294
Net increase / (decrease)
$2,487,602

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$101,056$02023
Cambridge Investment Research AdvisINVESTMENT ADVISORY$0$42,0942023
AscensusOTHER SERVICES$0$8,3742023

Related Form 5500 pages