Original filing (PDF)20250911135817NAL0001393378001

BOZICK DISTRIBUTORS, INC.

Name: BOZICK DISTRIBUTORS, INC. — BOZICK DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOZICK DISTRIBUTORS, INC.

Form 5500-SF

FILING_RECEIVED

BOZICK DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

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 BOZICK DISTRIBUTORS, INC..

Plan sponsor

Name

BOZICK DISTRIBUTORS, INC.

EIN

52-0711091

Address

2840 OLD WASHINGTON ROAD · WALDORF, MD · 20601

Phone

(301) 843-6251

Industry

Wholesale Tradesee 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

2025-09-11

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

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

LEE BEVERAGE OF WISCONSIN, LLC

LEE BEVERAGE OF WISCONSIN, LLC 401(K) PLAN

$7.0M · 217 participants

ALFORD DISTRIBUTING COMPANY

ALFORD DISTRIBUTING COMPANY 401(K) RETIREMENT SAVINGS PLAN

$7.1M · 31 participants

PETIT POIS CORP.

PETIT POIS CORP. 401(K) PROFIT SHARING PLAN

$6.9M · 12 participants

INCO BEVERAGE, INC.

INCO BEVERAGE, INC. 401(K) PROFIT SHARING PLAN

$7.1M · 80 participants

MID AMERICA BEVERAGE, INC. (PLAN B)

MID AMERICA BEVERAGE, INC. 401(K) PLAN B