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 Beverage Company, Inc. 401(K) Plan is a benefit plan reported by Southern Beverage Company, Inc. under EIN 64-0289796 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $9,459,407 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,459,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,459,407
- Net assets (BOY)
- $8,588,851
Income & contributions
- Employer contributions
- $56,966
- Participant contributions
- $287,351
- Total contributions
- $344,317
- Total income / additions
- $1,448,776
Expenses & distributions
- Benefits paid
- $543,036
- Administrative expenses
- $35,184
- Total expenses
- $578,220
- Net increase / (decrease)
- $870,556