2023 Form 5500 filing — D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension 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 20250107075006NAL0009129793001) for D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan, reported by D.G. Yuengling & Son, Inc. under EIN 23-1244850 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250107075006NAL0009129793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- D.G. Yuengling & Son, Inc.
- EIN
- 23-1244850
- Plan number
- 001
- Location
- Pottsville, PA
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,201,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,201,383
- Total income / additions
- $2,086,872
- Benefits paid
- $583,340
- Administrative expenses
- $0
- Total expenses
- $583,340
- Net increase / (decrease)
- $1,503,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | NONE | $0 | $0 |
| Cornerstone Advisors Asset Mgmt | NONE | $0 | $0 |
| Kathmere Capital Management | NONE | $0 | $0 |