Plan5500

D. G. Yuengling & Son, Inc. 401(K) Savings And Profit Sharing Plan — Form 5500 plan (D.G. Yuengling & Son, Inc.)

Plain-English plan 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, D. G. Yuengling & Son, Inc. 401(K) Savings And Profit Sharing Plan is a benefit plan reported by D.G. Yuengling & Son, Inc. under EIN 23-1244850 and plan number 002. The latest loaded filing year is 2023. The filing reports 403 participants and $55,769,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
D.G. Yuengling & Son, Inc.
EIN
23-1244850
Plan number
002
Plan type
2
Location
Pottsville, PA
Latest filing year
2023
Participants
403
End-of-year plan assets
$55,769,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023403H, C20241015065506NAL0027731345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,769,281
Total liabilities (EOY)
$0
Net assets (EOY)
$55,769,281
Net assets (BOY)
$49,338,648

Income & contributions

Employer contributions
$2,190,739
Participant contributions
$2,089,732
Total contributions
$4,480,806
Total income / additions
$12,520,057

Expenses & distributions

Benefits paid
$5,874,012
Administrative expenses
$215,412
Total expenses
$6,089,424
Net increase / (decrease)
$6,430,633

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cornerstone Advisors Asset ManREGISTERED INV ADVISORY$38,800$02023
John Hancock Life Ins. Co. (U.S.A.)RECORDKEEPER$0$02023

Related Form 5500 pages