Original filing (PDF)20260311113026NAL0005260336002

BRESCOME BARTON INC. C/O PEERLESS EQUITIES LLC

Name: BRESCOME BARTON INC. C/O PEERLESS EQUITIES LLC — PENSION PLAN FOR AFFILIATES OF PEERLESS IMPORTERS INC., Form 5500 (2024)
Creator: BRESCOME BARTON INC. C/O PEERLESS EQUITIES LLC

Form 5500

FILING_RECEIVED

PENSION PLAN FOR AFFILIATES OF PEERLESS IMPORTERS INC.

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRESCOME BARTON INC. C/O PEERLESS EQUITIES LLC.

Plan sponsor

Name

BRESCOME BARTON INC. C/O PEERLESS EQUITIES LLC

EIN

06-0676916

Address

16 BRIDGEWATER STREET · BROOKLYN, NY · 11222

Phone

(718) 383-5500

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-11

Pension benefit codes

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

REID TAX & ADVISORY SERVICES, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $4.8M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	PENSION TR FOR NU EMPLOYEES & AFF PENSION TR FOR NU EMPLOYEES & AFF · EIN 01-0826074 / PN 002	Master Trust	—	—	$4.8M	98.5%

Related plans

Similar-size Wholesale Trade plans

WILSON-MCGINLEY COMPANY, INC.

WILSON-MCGINLEY COMPANY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN

$4.9M · 54 participants

M PRICE DISTRIBUTING COMPANY, INC.

M PRICE DISTRIBUTING COMPANY, INC. 401(K) PLAN

$4.8M · 102 participants

STUBLER DRIVE-THRU BEVERAGE, INC.

STUBLER DRIVE-THRU BEVERAGE, INC. PROFIT SHARING PLAN

$4.8M · 6 participants

GEORGES DISTRIBUTING, INC.

GEORGE'S DISTRIBUTING, INC. 401K PLAN

$4.8M · 90 participants

FLORAL CITY BEVERAGE, INC.