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BIRMINGHAM BEVERAGE COMPANY, INC. 401(K) PLAN 401k Plan overview

Plan NameBIRMINGHAM BEVERAGE COMPANY, INC. 401(K) PLAN
Plan identification number 003

BIRMINGHAM BEVERAGE COMPANY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BIRMINGHAM BEVERAGE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BIRMINGHAM BEVERAGE COMPANY, INC.
Employer identification number (EIN):630350274
NAIC Classification:445310
NAIC Description:Beer, Wine, and Liquor Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIRMINGHAM BEVERAGE COMPANY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01LINDA CASTLEBERRY2024-02-22 LINDA CASTLEBERRY2024-02-22
0032022-01-01LINDA CASTLEBERRY2023-10-04 LINDA CASTLEBERRY2023-10-04
0032021-01-01LINDA CASTLEBERRY2023-10-04 LINDA CASTLEBERRY2023-10-04
0032020-01-01LINDA CASTLEBERRY2021-04-07 LINDA CASTLEBERRY2021-04-07
0032019-01-01LINDACASTLEBERRY CASTLEBERRY2020-07-14
0032018-01-01LINDA CASTLEBERRY2019-07-30 LINDA CASTLEBERRY2019-07-30
0032017-01-01LINDA CASTLEBERRY2018-04-12 LINDA CASTLEBERRY2018-04-12
0032016-01-01LINDA CASTLEBERRY2017-07-17 LINDA CASTLEBERRY2017-07-17
0032015-01-01LINDA CASTLEBERRY2016-04-19 LINDA CASTLEBERRY2016-04-19
0032014-01-01LINDA CASTLEBERRY2015-06-30 LINDA CASTLEBERRY2015-06-30
0032013-01-01LINDA CASTLEBERRY2014-04-14 LINDA CASTLEBERRY2014-04-14
0032012-01-01LINDA CASTLEBERRY2013-04-19 LINDA CASTLEBERRY2013-04-19
0032011-01-01LINDA CASTLEBERRY2012-04-12 LINDA CASTLEBERRY2012-04-12
0032010-01-01LINDA CASTLEBERRY2011-06-23 LINDA CASTLEBERRY2011-06-23
0032007-01-01LINDA CASTLEBERRY

Financial Data on BIRMINGHAM BEVERAGE COMPANY, INC. 401(K) PLAN

Measure Date Value
2025 : BIRMINGHAM BEVERAGE COMPANY, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-120
Total liabilities as of the end of the plan year2025-05-120
Total liabilities as of the beginning of the plan year2025-05-120
Total expenses incurred by plan in this plan year2025-05-12116140
Net assets as of the end of the plan year2025-05-122273642
Total assets as of the beginning of the plan year2025-05-121918910
Value of plan covered by a fidelity bond2025-05-12250000
Participant contributions to plan in this plan year2025-05-12152520
Other expenses paid from plan in this plan year2025-05-120
Other contributions to plan in this plan year2025-05-120
Other income to plan in this plan year2025-05-12285710
Plan net income in this plan year2025-05-12354732
Net assets as of the end of the plan year2025-05-122273642
Net assets as of the beginning of the plan year2025-05-121918910
Employer contributions to plan in this plan year2025-05-1232642
Fees paid to broker by Benefit Provider2025-05-124587
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1211264
2024 : BIRMINGHAM BEVERAGE COMPANY, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-02-220
Total liabilities as of the end of the plan year2024-02-220
Total liabilities as of the beginning of the plan year2024-02-220
Total expenses incurred by plan in this plan year2024-02-2256111
Net assets as of the end of the plan year2024-02-221918910
Total assets as of the beginning of the plan year2024-02-221546897
Value of plan covered by a fidelity bond2024-02-22250000
Participant contributions to plan in this plan year2024-02-22129027
Other expenses paid from plan in this plan year2024-02-220
Other contributions to plan in this plan year2024-02-220
Other income to plan in this plan year2024-02-22271936
Plan net income in this plan year2024-02-22372013
Net assets as of the end of the plan year2024-02-221918910
Net assets as of the beginning of the plan year2024-02-221546897
Value of contributions failed to transmitted timely2024-02-229013
Employer contributions to plan in this plan year2024-02-2227161
Fees paid to broker by Benefit Provider2024-02-223536
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-228802
2023 : BIRMINGHAM BEVERAGE COMPANY, INC. 401(K) PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-10-040
Total liabilities as of the end of the plan year2023-10-040
Total liabilities as of the beginning of the plan year2023-10-040
Total expenses incurred by plan in this plan year2023-10-0429469
Net assets as of the end of the plan year2023-10-041801372
Total assets as of the beginning of the plan year2023-10-041436297
Value of plan covered by a fidelity bond2023-10-04250000
Participant contributions to plan in this plan year2023-10-04114711
Other expenses paid from plan in this plan year2023-10-040
Other contributions to plan in this plan year2023-10-040
Other income to plan in this plan year2023-10-04255157
Plan net income in this plan year2023-10-04365075
Net assets as of the end of the plan year2023-10-041801372
Net assets as of the beginning of the plan year2023-10-041436297
Value of contributions failed to transmitted timely2023-10-049013
Employer contributions to plan in this plan year2023-10-0424676
Fees paid to broker by Benefit Provider2023-10-043745
Expensese paid to adminstrative service provicers from plan in this plan year2023-10-048425
2008 : BIRMINGHAM BEVERAGE COMPANY, INC. 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$-30,092
Expenses. Total of all expenses incurred2008-12-31$79,730
Benefits paid (including direct rollovers)2008-12-31$78,581
Total plan assets at end of year2008-12-31$392,979
Total plan assets at beginning of year2008-12-31$502,801
Total contributions received or receivable from participants2008-12-31$58,032
Expenses. Other expenses not covered elsewhere2008-12-31$1,149
Contributions received from other sources (not participants or employers)2008-12-31$14,216
Other income received2008-12-31$-115,979
Net income (gross income less expenses)2008-12-31$-109,822
Net plan assets at end of year (total assets less liabilities)2008-12-31$392,979
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$502,801
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-12-31$2,935
Total contributions received or receivable from employer(s)2008-12-31$13,639
2007 : BIRMINGHAM BEVERAGE COMPANY, INC. 401(K) PLAN 2007 401k financial data
Total income from all sources2007-12-31$89,865
Expenses. Total of all expenses incurred2007-12-31$3,077
Benefits paid (including direct rollovers)2007-12-31$1,869
Total plan assets at end of year2007-12-31$502,801
Total plan assets at beginning of year2007-12-31$416,013
Total contributions received or receivable from participants2007-12-31$47,983
Expenses. Other expenses not covered elsewhere2007-12-31$1,208
Other income received2007-12-31$30,755
Net income (gross income less expenses)2007-12-31$86,788
Net plan assets at end of year (total assets less liabilities)2007-12-31$502,801
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$416,013
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022007-12-31$2,935
Total contributions received or receivable from employer(s)2007-12-31$11,127

Form 5500 Responses for BIRMINGHAM BEVERAGE COMPANY, INC. 401(K) PLAN

2007: BIRMINGHAM BEVERAGE COMPANY, INC. 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number802271
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number802271
Policy instance 1

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