Barrio Brewing Company. Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Barrio Brewing Company, Inc.)

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, Barrio Brewing Company. Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Barrio Brewing Company, Inc. under EIN 84-3461338 and plan number 002. The latest loaded filing year is 2023. The filing reports 42 participants and $3,081,611 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$798.4KPlan net assets, end of year$798,412
Participants42Covered participants reported
Assets / participant$73.4KComputed: assets ÷ participants$73,372 (computed)
Provider compensationNone reported
Plan sponsor
Barrio Brewing Company, Inc.
EIN
84-3461338
Plan number
002
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    42 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.1M total assets
Net assets$798.4KLiabilities$2.3M
Money in vs. money out
Total income / additions-$52.4K
Total expenses$65.4K
Benefits paid / distributions$12.3K
Contributions
Employer$247.6K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$3,081,611
Total liabilities (EOY)
$2,283,199
Net assets (EOY)
$798,412
Net assets (BOY)
$916,157

Income & contributions

Employer contributions
$247,619
Total income / additions
-$52,381

Expenses & distributions

Benefits paid
$12,332
Total expenses
$65,364
Net increase / (decrease)
-$117,745
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Barrio Brewing Company. Inc. Employee Stock Ownership Plan And Trust?
Barrio Brewing Company. Inc. Employee Stock Ownership Plan And Trust is reported as sponsored by Barrio Brewing Company, Inc. (EIN 84-3461338, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Barrio Brewing Company. Inc. Employee Stock Ownership Plan And Trust?
The latest Form 5500 filing year loaded for Barrio Brewing Company. Inc. Employee Stock Ownership Plan And Trust is 2023.
How many participants does Barrio Brewing Company. Inc. Employee Stock Ownership Plan And Trust report?
Barrio Brewing Company. Inc. Employee Stock Ownership Plan And Trust reports 42 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Barrio Brewing Company. Inc. Employee Stock Ownership Plan And Trust?
Barrio Brewing Company. Inc. Employee Stock Ownership Plan And Trust reports $3,081,611 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages