2023 Form 5500 filing — Surly Brewing Co. 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 20241011121954NAL0021833601001) for Surly Brewing Co. 401(K) Plan, reported by Surly Brewing Co. under EIN 20-1385809 and plan number 001. It reports 331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121954NAL0021833601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Surly Brewing Co.
- EIN
- 20-1385809
- Plan number
- 001
- Location
- Brooklyn Center, MN
- Participants
- 331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,562,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,562,253
- Employer contributions
- $198,420
- Participant contributions
- $394,748
- Total income / additions
- $1,538,239
- Benefits paid
- $61,500
- Administrative expenses
- $18,703
- Total expenses
- $80,203
- Net increase / (decrease)
- $1,458,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $19,793 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,964 | not reported in the loaded dataset |