2023 Form 5500 filing — Brewer & Company Of West Virginia, Inc. Employee 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 20241015134937NAL0016527571001) for Brewer & Company Of West Virginia, Inc. Employee Stock Ownership Plan, reported by Brewer & Company Of West Virgina, Inc. under EIN 55-0334215 and plan number 002. It reports 61 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15MReported net assets$14,968,821
Participants61
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015134937NAL0016527571001
Plan sponsor
Brewer & Company Of West Virgina, Inc.
EIN
55-0334215
Plan number
002
Location
Charleston, WV
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$15.1M total assets
Net assets$15MLiabilities$92.3K
Money in vs. money out
Total income / additions$1.4M
Total expenses$119.5K
Benefits paid / distributions$92.3K
Contributions
Employer$422K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$15,061,125
Total liabilities (EOY)
$92,304
Net assets (EOY)
$14,968,821
Employer contributions
$422,000
Total income / additions
$1,362,730
Benefits paid
$92,304
Total expenses
$119,487
Net increase / (decrease)
$1,243,243

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015134937NAL0016527571001 cover?
It is the 2023 Form 5500 filing for Brewer & Company Of West Virginia, Inc. Employee Stock Ownership Plan, reported by Brewer & Company Of West Virgina, Inc. (EIN 55-0334215).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages