Deschutes Brewery, Inc. Employee Stock Ownership Plan — Form 5500 plan (Deschutes Brewery, Inc. Esop)

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, Deschutes Brewery, Inc. Employee Stock Ownership Plan is a benefit plan reported by Deschutes Brewery, Inc. Esop under EIN 93-0972809 and plan number 002. The latest loaded filing year is 2023. The filing reports 370 participants and $3,289,902 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,289,902
Participants370Covered participants reported
Assets / participant$8.9KComputed: assets ÷ participants$8,892 (computed)
Provider compensationNone reported
Plan sponsor
Deschutes Brewery, Inc. Esop
EIN
93-0972809
Plan number
002
Plan type
2
Location
Bend, OR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023370H20241002154506NAL0004993443002
Schedule H · 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)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions-$1.4M
Total expenses$490.5K
Benefits paid / distributions$490.5K
Contributions
Employer$428K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$3,289,902
Total liabilities (EOY)
$0
Net assets (EOY)
$3,289,902
Net assets (BOY)
$5,196,677

Income & contributions

Employer contributions
$427,963
Total contributions
$427,963
Total income / additions
-$1,416,300

Expenses & distributions

Benefits paid
$490,475
Total expenses
$490,475
Net increase / (decrease)
-$1,906,775
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 assets15%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages