2023 Form 5500 filing — Firestone Walker, Inc. 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911093726NAL0004149139001) for Firestone Walker, Inc. 401(K) Profit Sharing Plan, reported by Firestone Walker, Inc. Dba Firestone Walker Brewing Co. under EIN 81-1046925 and plan number 001. It reports 576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911093726NAL0004149139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Firestone Walker, Inc. Dba Firestone Walker Brewing Co.
- EIN
- 81-1046925
- Plan number
- 001
- Location
- Paso Robles, CA
- Participants
- 576
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,661,351
- Net assets (EOY)
- $23,661,351
- Employer contributions
- $2,539,807
- Participant contributions
- $1,310,985
- Total income / additions
- $7,605,431
- Benefits paid
- $2,513,576
- Administrative expenses
- $103,016
- Total expenses
- $2,694,335
- Net increase / (decrease)
- $4,911,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $38,662 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,791 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,230 | $0 |
| Nova 401(K) Associates | CONTRACT ADMIN | $15,376 | $0 |
| Administrative Fiduciary Services | OTHER | $7,057 | $0 |