Original filing (PDF)20240619010813NAL0002986065001

UNIVERSAL BEVERAGE, INC. D/B/A KUTZTOWN BOTTLING WORKS

Name: UNIVERSAL BEVERAGE, INC. D/B/A KUTZTOWN BOTTLING WORKS — KUTZTOWN SODA WORKS 401(K) PLAN, Form 5500 (2023)
Creator: UNIVERSAL BEVERAGE, INC. D/B/A KUTZTOWN BOTTLING WORKS

Form 5500-SF

FILING_RECEIVED

KUTZTOWN SODA WORKS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

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 UNIVERSAL BEVERAGE, INC. D/B/A KUTZTOWN BOTTLING WORKS.

Plan sponsor

Name

UNIVERSAL BEVERAGE, INC. D/B/A KUTZTOWN BOTTLING WORKS

EIN

38-3764128

Address

P.O. BOX 552 · HILLTOWN, PA · 18927

Phone

(215) 872-4551

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

LIQUID ICE, INC.

LIQUID ICE, INC. 401(K) PLAN

$859K · 17 participants

RAINBOW SPRING WATER, INC.

RAINBOW SPRING WATER 401(K) PLAN

$863K · 19 participants

A.C. CALDERONI & COMPANY, INC.

A.C. CALDERONI & COMPANY, INC. CASH BALANCE PLAN

$836K · 6 participants

JONES SODA CO. USA INC.

JONES SODA CO. USA INC. 401(K) PLAN

$878K · 33 participants

FEE BROTHERS, INC.

FEE BROTHERS, INC 401(K) PLAN

$813K · 20 participants