Odell Brewing Company 401(K) Plan — Form 5500 plan (Odell 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, Odell Brewing Company 401(K) Plan is a benefit plan reported by Odell Brewing Company under EIN 84-1115018 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $19,951,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Odell Brewing Company
- EIN
- 84-1115018
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $19,951,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20241004180309NAL0011792369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,951,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,951,818
- Net assets (BOY)
- $16,523,505
Income & contributions
- Employer contributions
- $398,440
- Participant contributions
- $836,779
- Total contributions
- $1,317,142
- Total income / additions
- $4,618,845
Expenses & distributions
- Benefits paid
- $1,124,971
- Administrative expenses
- $65,561
- Total expenses
- $1,190,532
- Net increase / (decrease)
- $3,428,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,534 | $0 | 2023 |
| First Western Trust | INVESTMENT ADVISORY | $22,027 | not reported in the loaded dataset | 2023 |