WISDOM BEVERAGE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WISDOM BEVERAGE 401(K) PLAN AND TRUST
Measure | Date | Value |
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2014: WISDOM BEVERAGE 401(K) PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WISDOM BEVERAGE 401(K) PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 19 |
Total participants | 2013-01-01 | 19 |
Number of participants with account balances | 2013-01-01 | 5 |
2012: WISDOM BEVERAGE 401(K) PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 20 |
Total of all active and inactive participants | 2012-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 112 |
Number of participants with account balances | 2012-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WISDOM BEVERAGE 401(K) PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 79 |
Number of participants with account balances | 2011-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: WISDOM BEVERAGE 401(K) PLAN AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 6 |
Total of all active and inactive participants | 2010-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 74 |
Number of participants with account balances | 2010-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: WISDOM BEVERAGE 401(K) PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 70 |
Number of participants with account balances | 2009-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2014 : WISDOM BEVERAGE 401(K) PLAN AND TRUST 2014 401k financial data |
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Transfers to/from the plan | 2014-06-30 | $0 |
Total plan liabilities at end of year | 2014-06-30 | $0 |
Total plan liabilities at beginning of year | 2014-06-30 | $0 |
Total income from all sources | 2014-06-30 | $401 |
Expenses. Total of all expenses incurred | 2014-06-30 | $11,440 |
Benefits paid (including direct rollovers) | 2014-06-30 | $11,440 |
Total plan assets at end of year | 2014-06-30 | $0 |
Total plan assets at beginning of year | 2014-06-30 | $11,039 |
Value of fidelity bond covering the plan | 2014-06-30 | $100,000 |
Total contributions received or receivable from participants | 2014-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
Other income received | 2014-06-30 | $401 |
Noncash contributions received | 2014-06-30 | $0 |
Net income (gross income less expenses) | 2014-06-30 | $-11,039 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $11,039 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
Value of corrective distributions | 2014-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
2013 : WISDOM BEVERAGE 401(K) PLAN AND TRUST 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $58,005 |
Expenses. Total of all expenses incurred | 2013-12-31 | $539,782 |
Benefits paid (including direct rollovers) | 2013-12-31 | $539,726 |
Total plan assets at end of year | 2013-12-31 | $11,039 |
Total plan assets at beginning of year | 2013-12-31 | $492,816 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $31,840 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $26,165 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $-481,777 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,039 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $492,816 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $56 |
2012 : WISDOM BEVERAGE 401(K) PLAN AND TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $124,218 |
Expenses. Total of all expenses incurred | 2012-12-31 | $202,605 |
Benefits paid (including direct rollovers) | 2012-12-31 | $189,471 |
Total plan assets at end of year | 2012-12-31 | $492,816 |
Total plan assets at beginning of year | 2012-12-31 | $571,203 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $76,942 |
Other income received | 2012-12-31 | $47,276 |
Net income (gross income less expenses) | 2012-12-31 | $-78,387 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $492,816 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $571,203 |
Assets. Value of participant loans | 2012-12-31 | $5,978 |
Value of corrective distributions | 2012-12-31 | $12,313 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $821 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : WISDOM BEVERAGE 401(K) PLAN AND TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $27,947 |
Expenses. Total of all expenses incurred | 2011-12-31 | $621,578 |
Benefits paid (including direct rollovers) | 2011-12-31 | $597,702 |
Total plan assets at end of year | 2011-12-31 | $571,203 |
Total plan assets at beginning of year | 2011-12-31 | $1,164,834 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $68,423 |
Other income received | 2011-12-31 | $-40,476 |
Net income (gross income less expenses) | 2011-12-31 | $-593,631 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $571,203 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,164,834 |
Assets. Value of participant loans | 2011-12-31 | $1,634 |
Value of corrective distributions | 2011-12-31 | $22,854 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,022 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : WISDOM BEVERAGE 401(K) PLAN AND TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $229,241 |
Expenses. Total of all expenses incurred | 2010-12-31 | $31,889 |
Benefits paid (including direct rollovers) | 2010-12-31 | $14,350 |
Total plan assets at end of year | 2010-12-31 | $1,164,834 |
Total plan assets at beginning of year | 2010-12-31 | $967,482 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $78,491 |
Other income received | 2010-12-31 | $150,750 |
Net income (gross income less expenses) | 2010-12-31 | $197,352 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,164,834 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $967,482 |
Assets. Value of participant loans | 2010-12-31 | $4,743 |
Value of corrective distributions | 2010-12-31 | $16,939 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $600 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : WISDOM BEVERAGE 401(K) PLAN AND TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: WISDOM BEVERAGE 401(K) PLAN AND TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | Yes |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WISDOM BEVERAGE 401(K) PLAN AND TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WISDOM BEVERAGE 401(K) PLAN AND TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WISDOM BEVERAGE 401(K) PLAN AND TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WISDOM BEVERAGE 401(K) PLAN AND TRUST 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WISDOM BEVERAGE 401(K) PLAN AND TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |