Firestone Walker, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Firestone Walker, Inc. Dba Firestone Walker 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, Firestone Walker, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Firestone Walker, Inc. Dba Firestone Walker Brewing Co. under EIN 81-1046925 and plan number 001. The latest loaded filing year is 2023. The filing reports 576 participants and $23,661,351 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Firestone Walker, Inc. Dba Firestone Walker Brewing Co.
- EIN
- 81-1046925
- Plan number
- 001
- Plan type
- 2
- Location
- Paso Robles, CA
- Latest filing year
- 2023
- Participants
- 576
- End-of-year plan assets
- $23,661,351
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 576 | H, C | 20240911093726NAL0004149139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,661,351
- Net assets (EOY)
- $23,661,351
- Net assets (BOY)
- $18,750,255
Income & contributions
- Employer contributions
- $2,539,807
- Participant contributions
- $1,310,985
- Total contributions
- $4,237,156
- Total income / additions
- $7,605,431
Expenses & distributions
- Benefits paid
- $2,513,576
- Administrative expenses
- $103,016
- Total expenses
- $2,694,335
- Net increase / (decrease)
- $4,911,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $38,662 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,791 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,230 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $15,376 | $0 | 2023 |
| Administrative Fiduciary Services | OTHER | $7,057 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Firestone Walker, Inc. Dba Firestone Walker Brewing Co.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Paso Robles, CA
- Mma Securities LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Administrative Fiduciary Services — Schedule C compensation