2023 Form 5500 filing — Odell Brewing Company Co-Worker Stock Ownership 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 20241014131348NAL0044603840001) for Odell Brewing Company Co-Worker Stock Ownership Plan, reported by Odell Brewing Company under EIN 84-1115018 and plan number 002. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131348NAL0044603840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Odell Brewing Company
- EIN
- 84-1115018
- Plan number
- 002
- Location
- Ft. Collins, CO
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,777,862
- Total liabilities (EOY)
- $4,492,575
- Net assets (EOY)
- $2,285,287
- Employer contributions
- $100,382
- Total income / additions
- -$465,035
- Benefits paid
- $729,734
- Administrative expenses
- $89,305
- Total expenses
- $948,158
- Net increase / (decrease)
- -$1,413,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greatbanc | TRUSTEE | $33,778 | not reported in the loaded dataset |
| Prairie Capital | VALUATION SERVICES | $24,600 | not reported in the loaded dataset |
| Plante & Moran | ACCOUNTANT | $16,000 | not reported in the loaded dataset |
| Principal | PLAN ADMINISTRATOR | $14,925 | not reported in the loaded dataset |