2023 Form 5500 filing — Boston Beer Company 401(K) 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 20240925110358NAL0014595377001) for Boston Beer Company 401(K) Plan, reported by Boston Beer Corporation under EIN 04-3537265 and plan number 001. It reports 3,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$290.5MReported net assets$290,469,332
Participants3.2K3,247
Provider compensation$224.9K3 Schedule C row(s)$224,916
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925110358NAL0014595377001
Plan sponsor
Boston Beer Corporation
EIN
04-3537265
Plan number
001
Location
Boston, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$290.5M total assets
Net assets$290.5MLiabilities$0
Money in vs. money out
Total income / additions$81M
Total expenses$15.1M
Benefits paid / distributions$14.8M
Contributions
Employer$8.9M
Participant$17.3M
Full reported line items
Total assets (EOY)
$290,469,332
Total liabilities (EOY)
$0
Net assets (EOY)
$290,469,332
Employer contributions
$8,926,286
Participant contributions
$17,297,206
Total income / additions
$81,040,838
Benefits paid
$14,759,383
Administrative expenses
$107,469
Total expenses
$15,061,472
Net increase / (decrease)
$65,979,366
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $178.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $45.3K
  3. 3
    OTHER · Direct $900

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925110358NAL0014595377001 cover?
It is the 2023 Form 5500 filing for Boston Beer Company 401(K) Plan, reported by Boston Beer Corporation (EIN 04-3537265).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages