2023 Form 5500 filing — The Brewer Company LLC 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240806072620NAL0001986913001) for The Brewer Company LLC 401(K) Savings Plan, reported by The Brewer Company LLC under EIN 39-1979518 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806072620NAL0001986913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Brewer Company LLC
- EIN
- 39-1979518
- Plan number
- 001
- Location
- Menomonee Falls, WI
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,141,126
- Net assets (EOY)
- $8,141,126
- Employer contributions
- $92,460
- Participant contributions
- $540,334
- Total income / additions
- $1,851,880
- Benefits paid
- $1,635,944
- Administrative expenses
- $34,637
- Total expenses
- $1,670,581
- Net increase / (decrease)
- $181,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $38,122 | $0 |
| Woodbury Financial Services | BROKER/ADVISO R | $0 | $17,847 |
| Blue Chip Retirement Plans | CONTRACT ADMIN | $3,450 | $8,123 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $132 | $0 |