2023 Form 5500 filing — Odell Brewing 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 20241004180309NAL0011792369001) for Odell Brewing Company 401(K) Plan, reported by Odell Brewing Company under EIN 84-1115018 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004180309NAL0011792369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Odell Brewing Company
- EIN
- 84-1115018
- Plan number
- 001
- Location
- Fort Collins, CO
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,951,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,951,818
- Employer contributions
- $398,440
- Participant contributions
- $836,779
- Total income / additions
- $4,618,845
- Benefits paid
- $1,124,971
- Administrative expenses
- $65,561
- Total expenses
- $1,190,532
- Net increase / (decrease)
- $3,428,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,534 | $0 |
| First Western Trust | INVESTMENT ADVISORY | $22,027 | not reported in the loaded dataset |