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, Southwest Beverage Company, Inc. Employee Benefit Plan & Trust is a benefit plan reported by Southwest Beverage Co. Inc. under EIN 72-0568095 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $15,659,423 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,659,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,659,423
- Net assets (BOY)
- $12,601,407
Income & contributions
- Employer contributions
- $397,731
- Participant contributions
- $506,896
- Total contributions
- $904,627
- Total income / additions
- $4,138,129
Expenses & distributions
- Benefits paid
- $1,076,866
- Administrative expenses
- $3,247
- Total expenses
- $1,080,113
- Net increase / (decrease)
- $3,058,016