Original filing (PDF)20230607122112NAL0028523617001

NEWBERRY BOTTLING COMPANY, INC.

Name: NEWBERRY BOTTLING COMPANY, INC. — NEWBERRY BOTTLING COMPANY, INC. RETIREMENT PLAN, Form 5500 (2022)
Creator: NEWBERRY BOTTLING COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

NEWBERRY BOTTLING COMPANY, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 NEWBERRY BOTTLING COMPANY, INC..

Plan sponsor

Name

NEWBERRY BOTTLING COMPANY, INC.

EIN

38-2210843

Address

80 NEWBERRY AVENUE · P.O. BOX 76 · NEWBERRY, MI · 49868

Phone

(906) 293-5189

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-24

Filed

2023-06-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

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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