Budweiser Distributing Company Of Borger 401(K) Retirement Plan — Form 5500 plan (Budweiser Distributing Company Of Borger, L.P.)
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, Budweiser Distributing Company Of Borger 401(K) Retirement Plan is a benefit plan reported by Budweiser Distributing Company Of Borger, L.P. under EIN 75-1325404 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $14,003,069 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Budweiser Distributing Company Of Borger, L.P.
- EIN
- 75-1325404
- Plan number
- 001
- Plan type
- 2
- Location
- Amarillo, TX
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $14,003,069
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20240930133623NAL0005587953002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,003,069
- Net assets (EOY)
- $14,003,069
- Net assets (BOY)
- $12,055,116
Income & contributions
- Employer contributions
- $290,142
- Participant contributions
- $633,682
- Total contributions
- $923,824
- Total income / additions
- $2,666,709
Expenses & distributions
- Benefits paid
- $640,195
- Administrative expenses
- $78,561
- Total expenses
- $718,756
- Net increase / (decrease)
- $1,947,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cwm LLC | INVESTMENT ADVISORY PLAN | $43,809 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $30,881 | $0 | 2023 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $3,871 | $420 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Budweiser Distributing Company Of Borger, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Amarillo, TX
- Cwm LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation