Original filing (PDF)20240619010813NAL0002986065001

Universal Beverage, Inc. d/b/a Kutztown Bottling Works

Name: Universal Beverage, Inc. d/b/a Kutztown Bottling Works — Form 5500 Plan 001 (2023)
Creator: Universal Beverage, Inc. d/b/a Kutztown Bottling Works
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kutztown SODA Works 401(k) Plan

401(k) retirement plan · Universal Beverage, Inc. d/b/a Kutztown Bottling Works' Kutztown SODA Works 401(k) Plan held $851K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

Plan identifiers

Universal Beverage, Inc. d/b/a Kutztown Bottling Works' EIN is 38-3764128.

EIN 38-3764128

Plan number 001

Plan year 2023

ACK ID 20240619010813NAL0002986065001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Universal Beverage, Inc. d/b/a Kutztown Bottling Works from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Universal Beverage, Inc. d/b/a Kutztown Bottling Works' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIVERSAL BEVERAGE, INC. D/B/A KUTZTOWN BOTTLING WORKS.

Finding similar companies…

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score