Surly Brewing Co. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Surly Brewing Co. (EIN 20-1385809) is a plan sponsor located in Brooklyn Center, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-1385809
Location
Brooklyn Center, MN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,562,253
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,562,253

Contributions & income

Employer contributions
$198,420
Participant contributions
$394,748
Total income / additions
$1,538,239

Expenses & distributions

Benefits paid / distributions
$61,500
Total expenses
$80,203
Net increase / (decrease)
$1,458,036

Coverage

Total reported participants
464
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Surly Brewing Co. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Surly Brewing Co. 401(K) Plan001331$5,562,2532023
Surly Brewing Co. Wrap Plan505133not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Surly Brewing Co.
YearPlanParticipantsSchedulesFiling
2023Surly Brewing Co. Wrap Plan13320240903150058NAL0039040498001
2023Surly Brewing Co. 401(K) Plan331H, C20241011121954NAL0021833601001

Related Form 5500 pages