Department of Labor filing

NOR-CAL BEVERAGE CO., INC.

NOR-CAL BEVERAGE CO., INC. EMPLOYEE RETIREMENT PLA · For the plan year ended Dec 31, 2023

Public filing 2023 · received Sep 10, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

30filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,761

Reported employer contributions per active participant.

Higher than about 38% of comparable plans

#People in the filing

744

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$204 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 10% of comparable plans

↗Investment performance

Not available

Plan assets changed 9.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202330out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions38th percentileTypical peer $2,552 · based on 52 comparable plans

Lower reported administrative expense10th percentileTypical peer $83 · based on 50 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, NOR-CAL BEVERAGE CO., INC. reported $1,310,154 in employer contributions across the plan and 744 active participants. That works out to $1,761 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy75%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 34.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 1.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context30/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,310,154
Participant contributions: $4,118,422
Other contributions: $325,999
Employer share of reported contributions: 24.1%
Beginning assets: $52,636,305
Ending assets: $57,638,556
Ending net assets: $57,638,556
Ending liabilities: $0
Total income: $13,700,496
Total expenses: $8,698,245
Administrative expenses: $199,465
Participant loans: $1,562,173

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,308

2023

$1,761

Plan-paid administrative expenses per participant

2022

$201

2023

$204

Active participants

2022

763

2023

744

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$1,761	744	57.6M	20240910104233NAL0009557376001
2022	$1,308	763	52.6M	20230821104107NAL0009794290001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 941722564-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 1, 1995
Industry: Manufacturing
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PRUDENTIAL RETIREMENT INSURANCE AND	2023	Not reported	unknown

Current plan terms

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Filing ACK_ID20240910104233NAL0009557376001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗