The Brewer Company LLC 401(K) Savings Plan — Form 5500 plan (The Brewer Company 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, The Brewer Company LLC 401(K) Savings Plan is a benefit plan reported by The Brewer Company LLC under EIN 39-1979518 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $8,141,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Brewer Company LLC
- EIN
- 39-1979518
- Plan number
- 001
- Plan type
- 2
- Location
- Menomonee Falls, WI
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $8,141,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240806072620NAL0001986913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,141,126
- Net assets (EOY)
- $8,141,126
- Net assets (BOY)
- $7,959,827
Income & contributions
- Employer contributions
- $92,460
- Participant contributions
- $540,334
- Total contributions
- $650,996
- Total income / additions
- $1,851,880
Expenses & distributions
- Benefits paid
- $1,635,944
- Administrative expenses
- $34,637
- Total expenses
- $1,670,581
- Net increase / (decrease)
- $181,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $38,122 | $0 | 2023 |
| Woodbury Financial Services | BROKER/ADVISO R | $0 | $17,847 | 2023 |
| Blue Chip Retirement Plans | CONTRACT ADMIN | $3,450 | $8,123 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $132 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Brewer Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Menomonee Falls, WI
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Woodbury Financial Services — Schedule C compensation
- Blue Chip Retirement Plans — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation