Original filing (PDF)20250729120605NAL0001300563001

BANKO BEVERAGE COMPANY

Name: BANKO BEVERAGE COMPANY — BANKO BEVERAGE - LOCAL 830 401(K) PLAN, Form 5500 (2024)
Creator: BANKO BEVERAGE COMPANY

Form 5500-SF

FILING_RECEIVED

BANKO BEVERAGE - LOCAL 830 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BANKO BEVERAGE COMPANY.

Plan sponsor

Name

BANKO BEVERAGE COMPANY

EIN

23-1649848

Address

5001 CRACKERSPORT ROAD · ALLENTOWN, PA · 18104

Phone

(610) 434-0147

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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