Suncoast Beverage Sales 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Suncoast Beverage Sales, 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, Suncoast Beverage Sales 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Suncoast Beverage Sales, LLC under EIN 65-0191376 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $12,818,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suncoast Beverage Sales, LLC
- EIN
- 65-0191376
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $12,818,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20240905094819NAL0010303459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,818,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,818,423
- Net assets (BOY)
- $10,837,905
Income & contributions
- Employer contributions
- $338,605
- Participant contributions
- $890,157
- Total contributions
- $1,457,308
- Total income / additions
- $3,199,999
Expenses & distributions
- Benefits paid
- $1,082,865
- Administrative expenses
- $66,886
- Total expenses
- $1,219,481
- Net increase / (decrease)
- $1,980,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $32,851 | $0 | 2023 |
| Everhart Financial Group Inc | INVESTMENT ADVISOR | $27,783 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,335 | not reported in the loaded dataset | 2023 |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suncoast Beverage Sales, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Everhart Financial Group Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Progressive Pension Admin., Inc. — Schedule C compensation