Stone Brewing Co., LLC 401(K) Plan — Form 5500 plan (Stone Brewing Co., LLC)

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, Stone Brewing Co., LLC 401(K) Plan is a benefit plan reported by Stone Brewing Co., LLC under EIN 33-0692311 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,111 participants and $27,070,177 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stone Brewing Co., LLC
EIN
33-0692311
Plan number
001
Plan type
2
Location
Escondido, CA
Latest filing year
2023
Participants
1,111
End-of-year plan assets
$27,070,177

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,111H, C20241015000536NAL0013961203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,070,177
Total liabilities (EOY)
$0
Net assets (EOY)
$27,070,177
Net assets (BOY)
$21,653,351

Income & contributions

Employer contributions
$1,244,700
Participant contributions
$2,190,032
Total contributions
$4,181,118
Total income / additions
$8,257,613

Expenses & distributions

Benefits paid
$2,658,100
Administrative expenses
$66,285
Total expenses
$2,724,385
Net increase / (decrease)
$5,533,228

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$46,779$02023
Empower Advisory Group, LLCINVESTMENT MGMT$19,506not reported in the loaded dataset2023

Related Form 5500 pages