Edrington Americas 401(K) Plan — Form 5500 plan (The Edrington Group Usa, 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, Edrington Americas 401(K) Plan is a benefit plan reported by The Edrington Group Usa, LLC under EIN 68-0677290 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $34,497,063 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Edrington Group Usa, LLC
EIN
68-0677290
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
263
End-of-year plan assets
$34,497,063

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023263H, C20241111164452NAL0008739859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,497,063
Total liabilities (EOY)
$0
Net assets (EOY)
$34,497,063
Net assets (BOY)
$25,749,310

Income & contributions

Employer contributions
$2,545,240
Participant contributions
$1,887,620
Total contributions
$5,073,757
Total income / additions
$10,263,679

Expenses & distributions

Benefits paid
$1,513,136
Administrative expenses
$2,790
Total expenses
$1,515,926
Net increase / (decrease)
$8,747,753

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anthem Financial ServicesSERVICE PROVIDER$0$50,6342023
Associated Pension ConsultantsTHIRD PARTY ADMINISTRATO$0$14,0912023

Related Form 5500 pages