Nor-Cal Beverage Co., Inc. Employee Retirement Pla — Form 5500 plan (Nor-Cal Beverage Co., Inc.)

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, Nor-Cal Beverage Co., Inc. Employee Retirement Pla is a benefit plan reported by Nor-Cal Beverage Co., Inc. under EIN 94-1722564 and plan number 003. The latest loaded filing year is 2023. The filing reports 976 participants and $57,638,556 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nor-Cal Beverage Co., Inc.
EIN
94-1722564
Plan number
003
Plan type
2
Location
West Sacramento, CA
Latest filing year
2023
Participants
976
End-of-year plan assets
$57,638,556

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023976H, C20240910104233NAL0009557376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,638,556
Total liabilities (EOY)
$0
Net assets (EOY)
$57,638,556
Net assets (BOY)
$52,636,305

Income & contributions

Employer contributions
$1,310,154
Participant contributions
$4,118,422
Total contributions
$5,754,575
Total income / additions
$13,700,496

Expenses & distributions

Benefits paid
$8,495,192
Administrative expenses
$199,465
Total expenses
$8,698,245
Net increase / (decrease)
$5,002,251

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$121,395$02023
Wells Fargo AdvisorsNONE$75,610not reported in the loaded dataset2023

Related Form 5500 pages