Original filing (PDF)20230907124435NAL0032261378001

SANZO BEVERAGE CO., INC.

Name: SANZO BEVERAGE CO., INC. — SANZO BEVERAGE CO., INC. PENSION PLAN, Form 5500 (2022)
Creator: SANZO BEVERAGE CO., INC.

Form 5500-SF

FILING_RECEIVED

SANZO BEVERAGE CO., INC. PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANZO BEVERAGE CO., INC..

Plan sponsor

Name

SANZO BEVERAGE CO., INC.

EIN

16-0979390

Address

P O BOX 396 · OLEAN, NY · 14760

Phone

(716) 372-0330

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-07-31

Filed

2023-09-07

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 13 participants