Sierra Nevada Brewing 401(K) Plan — Form 5500 plan (Sierra Nevada Brewing Co.)

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, Sierra Nevada Brewing 401(K) Plan is a benefit plan reported by Sierra Nevada Brewing Co. under EIN 68-0025654 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,539 participants and $193,615,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sierra Nevada Brewing Co.
EIN
68-0025654
Plan number
001
Plan type
2
Location
Chico, CA
Latest filing year
2023
Participants
1,539
End-of-year plan assets
$193,615,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,539H, C20241001111512NAL0006651745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$193,615,849
Total liabilities (EOY)
$3
Net assets (EOY)
$193,615,846
Net assets (BOY)
$157,020,131

Income & contributions

Employer contributions
$6,096,822
Participant contributions
$7,364,469
Total contributions
$14,436,678
Total income / additions
$46,647,899

Expenses & distributions

Benefits paid
$9,895,957
Administrative expenses
$154,642
Total expenses
$10,052,184
Net increase / (decrease)
$36,595,715

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$69,823$02023
Lpl FinancialINVESTMENT ADVISOR$62,269not reported in the loaded dataset2023
Colton Groome Financial AdvisorsINVESTMENT ADVISOR$24,000not reported in the loaded dataset2023

Related Form 5500 pages