Beverages & More, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2021. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Beverages & More, Inc. 401(k) Plan Facts (plan year 2021)

Plan name
BEVERAGES & MORE, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BEVERAGES & MORE, INC.
Participants
2,633 (2,893 active employees)
Former employees with a balance
210
Plan assets
$31,414,480 at Dec 31, 2021
Average account balance
$49,472 across 635 accounts
Employer contributions
$350,538 in plan year 2021 (12% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2021 – Dec 31, 2021
Plan established
Jan 1, 1995
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Dec 31, 2021), filed Oct 17, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $2.98 million went into the plan in contributions, $350,538 of it from the employer (12%).
  • $2.64 million was paid out to participants.
  • Investment and other income added $4.39 million.
  • Administrative expenses were $121,825, about $192 per account.

How the Beverages & More, Inc. 401(k) changed, 2016–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20161,952$16.8 million$236,849$2.03 million
20172,056$18.8 million$213,599$2.52 million
20182,400$18.6 million$232,502$1.28 million
20191,886$22.9 million$236,508$2.17 million
20202,506$27.0 million$247,263$1.90 million
20212,633$31.4 million$350,538$2.64 million

Beverages & More, Inc. 401(k) Contact Information

Phone
925-609-6017
Mailing address
1401 WILLOW PASS ROAD SUITE 900, CONCORD CA 94520
Plan sponsor
BEVERAGES & MORE, INC.
Employer identification number (EIN)
68-0319504
Plan number
001

Questions about the Beverages & More, Inc. 401(k)

Is the Beverages & More, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2021, and no later filing was found under this employer's EIN.

Does Beverages & More, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $350,538, 12% of all contributions.

Does the Beverages & More, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Beverages & More, Inc 401(k) plan?

2,633 participants at the start of plan year 2021, 2,893 of them active employees, and 210 former employees who still had money in the plan.

What is the average 401(k) balance at Beverages & More, Inc?

About $49,472 per account: $31.4 million in plan assets across 635 accounts with a balance at the end of plan year 2021.

Who manages the Beverages & More, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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