Colonial Wholesale Beverage Corporation 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Colonial Wholesale Beverage Corporation
  • Sponsor EIN: 041195925
  • Sponsor Address: 970 OLD REED ROAD, NO. DARMOUTH, MA, 027471532
  • Plan Type: 401(k)
  • Plan Number: 003
  • Total Participants: 79
  • Total Assets: $20.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202579$20.7M$0$0
202471$19.3M$183,619$480,896
202363$16.6M$173,119$469,202
202264$13.9M$169,573$447,785

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