· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UNITED BEVERAGE CO., INC. — UNITED BEVERAGE CO., INC. SALARY REDUCTION 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250627144130NAL0013919056001
UNITED BEVERAGE CO., INC.
Form 5500-SF
FILING_RECEIVED
UNITED BEVERAGE CO., INC. SALARY REDUCTION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
46
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNITED BEVERAGE CO., INC.
.
Find decision makers
Plan sponsor
Name
UNITED BEVERAGE CO., INC.
EIN
35-0723030
Address
840 UNITED DRIVE · SOUTH BEND, IN · 46601
Phone
(574) 287-1067
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
CENTRAL DISTRIBUTING COMPANY
CENTRAL DISTRIBUTING COMPANY 401(K) PLAN
$6.8M · 46 participants
ALLTECH BEVERAGE DIVISION, LLC
ALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT PLAN
$6.9M · 64 participants
COLUMBIA DISTRIBUTING CO., INC.
COLUMBIA DISTRIBUTING CO., INC. 401(K) SALARY SAVINGS RETIREMENT PLAN
$6.9M · 66 participants
MARSALA BEVERAGE LIMITED PARTNERSHI
MARSALA BEVERAGE LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN
$6.8M · 58 participants
FECHTEL BEVERAGE & SALES, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FECHTEL BEVERAGE & SALES, INC. EMPLOYEES 401K PROFIT SHARING PLAN
$6.9M · 36 participants
CRESCENT BEER DISTRIBUTOR, INC.
CRESCENT BEER DISTRIBUTOR, INC. PROFIT SHARING AND 401(K) PLAN
$6.8M · 29 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
