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R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameR AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

R AND S BEVERAGE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:R AND S BEVERAGE COMPANY
Employer identification number (EIN):330713299
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KIMBERLY RAMIREZ2024-05-23 KIMBERLY RAMIREZ2024-05-23
0012022-01-01KIMBERLY RAMIREZ2023-10-13 KIMBERLY RAMIREZ2023-10-13
0012021-01-01KIMBERLY RAMIREZ2022-08-01 KIMBERLY RAMIREZ2022-08-01
0012020-01-01KIMBERLY RAMIREZ2021-05-26 KIMBERLY RAMIREZ2021-05-26
0012018-01-01KIMBERLY RAMIREZ2019-05-20 KIMBERLY RAMIREZ2019-05-20
0012017-01-01KIMBERLY RAMIREZ2018-08-14 KIMBERLY RAMIREZ2018-08-14
0012016-01-01KIMBERLY RAMIREZ2017-07-17 KIMBERLY RAMIREZ2017-07-17
0012015-01-01KIMBERLY RAMIREZ2016-05-12
0012014-01-01KIMBERLY RAMIREZ2015-08-25 KIMBERLY RAMIREZ2015-08-25
0012013-01-01KIMBERLY RAMIREZ2014-10-14 KIMBERLY RAMIREZ2014-10-14
0012012-01-01KIMBERLY RAMIREZ2013-07-18 KIMBERLY RAMIREZ2013-07-18
0012011-01-01RUBEN RAMIREZ2012-07-09 RUBEN RAMIREZ2013-06-26
0012010-01-01KIMBERLY RAMIREZ2012-06-20
0012007-01-01

Plan Statistics for R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1457
Total number of particpants at end of year2025-07-1449
Number of Participants With Account Balances2025-07-1421
2024: R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2357
Total number of particpants at end of year2024-05-2356
Number of Participants With Account Balances2024-05-2324
2022: R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-0152
Total number of particpants at end of year2022-08-0149
Number of Participants With Account Balances2022-08-0120

Financial Data on R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-140
Total expenses incurred by plan in this plan year2025-07-14426172
Net assets as of the end of the plan year2025-07-143757899
Total assets as of the beginning of the plan year2025-07-143741591
Value of plan covered by a fidelity bond2025-07-14500000
Participant contributions to plan in this plan year2025-07-1490155
Value of participant loans at end of plan year2025-07-14662
Other income to plan in this plan year2025-07-14322174
Plan net income in this plan year2025-07-1416308
Net assets as of the end of the plan year2025-07-143757899
Net assets as of the beginning of the plan year2025-07-143741591
Employer contributions to plan in this plan year2025-07-1430151
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-145416
2024 : R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-230
Total expenses incurred by plan in this plan year2024-05-23132914
Net assets as of the end of the plan year2024-05-233741591
Total assets as of the beginning of the plan year2024-05-233237295
Value of plan covered by a fidelity bond2024-05-23500000
Participant contributions to plan in this plan year2024-05-2383402
Value of participant loans at end of plan year2024-05-2323436
Other income to plan in this plan year2024-05-23523222
Plan net income in this plan year2024-05-23504296
Net assets as of the end of the plan year2024-05-233741591
Net assets as of the beginning of the plan year2024-05-233237295
Employer contributions to plan in this plan year2024-05-2330586
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-235825
2022 : R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-08-010
Total expenses incurred by plan in this plan year2022-08-01221532
Net assets as of the end of the plan year2022-08-013770048
Total assets as of the beginning of the plan year2022-08-013434256
Value of plan covered by a fidelity bond2022-08-01500000
Participant contributions to plan in this plan year2022-08-0163535
Value of participant loans at end of plan year2022-08-0177851
Other income to plan in this plan year2022-08-01470888
Plan net income in this plan year2022-08-01335792
Net assets as of the end of the plan year2022-08-013770048
Net assets as of the beginning of the plan year2022-08-013434256
Employer contributions to plan in this plan year2022-08-0122901
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-011846

Form 5500 Responses for R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN

2007: R AND S BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Potentially related plans

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