Werk-Brau Co., Inc. Employees Retirement Plan — Form 5500 plan (Werk-Brau Co., 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, Werk-Brau Co., Inc. Employees Retirement Plan is a benefit plan reported by Werk-Brau Co., Inc. under EIN 34-4456894 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $20,627,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Werk-Brau Co., Inc.
EIN
34-4456894
Plan number
001
Plan type
2
Location
Findlay, OH
Latest filing year
2023
Participants
339
End-of-year plan assets
$20,627,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023339H, C20241014111304NAL0044281760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,627,763
Total liabilities (EOY)
$0
Net assets (EOY)
$20,627,763
Net assets (BOY)
$16,151,924

Income & contributions

Employer contributions
$800,000
Participant contributions
$1,143,803
Total contributions
$2,375,259
Total income / additions
$4,988,905

Expenses & distributions

Benefits paid
$474,209
Administrative expenses
$38,857
Total expenses
$513,066
Net increase / (decrease)
$4,475,839

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$26,492$02023
Empower Advisory Group LLCINVESTMENT MGMT$24,487not reported in the loaded dataset2023
Pentegra Services, IncCONTRACT ADMIN$850not reported in the loaded dataset2023

Related Form 5500 pages