Lagunitas Brewing Co. 401(K) & Profit Sharing Plan — Form 5500 plan (The Lagunitas Brewing Company)
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, Lagunitas Brewing Co. 401(K) & Profit Sharing Plan is a benefit plan reported by The Lagunitas Brewing Company under EIN 68-0386005 and plan number 001. The latest loaded filing year is 2023. The filing reports 713 participants and $27,423,904 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Lagunitas Brewing Company
- EIN
- 68-0386005
- Plan number
- 001
- Plan type
- 2
- Location
- Petaluma, CA
- Latest filing year
- 2023
- Participants
- 713
- End-of-year plan assets
- $27,423,904
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 713 | H, C | 20241003181320NAL0010305137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,423,904
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,423,904
- Net assets (BOY)
- $23,359,875
Income & contributions
- Employer contributions
- $952,489
- Participant contributions
- $1,955,085
- Total contributions
- $3,053,609
- Total income / additions
- $7,399,712
Expenses & distributions
- Benefits paid
- $3,222,735
- Administrative expenses
- $112,948
- Total expenses
- $3,335,683
- Net increase / (decrease)
- $4,064,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $67,786 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $45,162 | not reported in the loaded dataset | 2023 |