Plan5500

Iron Hill Brewery Retirement Savings Plan — Form 5500 plan (Iron Hill Brewery)

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, Iron Hill Brewery Retirement Savings Plan is a benefit plan reported by Iron Hill Brewery under EIN 52-2032130 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,261 participants and $5,956,902 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iron Hill Brewery
EIN
52-2032130
Plan number
001
Plan type
2
Location
Exton, PA
Latest filing year
2023
Participants
1,261
End-of-year plan assets
$5,956,902

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,261H, C20241015142340NAL0014830835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,956,902
Total liabilities (EOY)
$0
Net assets (EOY)
$5,956,902
Net assets (BOY)
$4,886,721

Income & contributions

Employer contributions
$101,498
Participant contributions
$496,952
Total contributions
$598,450
Total income / additions
$1,564,021

Expenses & distributions

Benefits paid
$456,111
Administrative expenses
$37,729
Total expenses
$493,840
Net increase / (decrease)
$1,070,181

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CompanyINVESTMENT ADVISOR$34,379not reported in the loaded dataset2023
Commonwealth Financial NetworkINVESTMENT ADVISOR$13,004not reported in the loaded dataset2023
Atlantic Pension Services, Inc.RECORDKEEPER$5,951not reported in the loaded dataset2023

Related Form 5500 pages