2023 Form 5500 filing — Sierra Nevada Brewing 401(K) 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 20241001111512NAL0006651745001) for Sierra Nevada Brewing 401(K) Plan, reported by Sierra Nevada Brewing Co. under EIN 68-0025654 and plan number 001. It reports 1,539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001111512NAL0006651745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sierra Nevada Brewing Co.
- EIN
- 68-0025654
- Plan number
- 001
- Location
- Chico, CA
- Participants
- 1,539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $193,615,849
- Total liabilities (EOY)
- $3
- Net assets (EOY)
- $193,615,846
- Employer contributions
- $6,096,822
- Participant contributions
- $7,364,469
- Total income / additions
- $46,647,899
- Benefits paid
- $9,895,957
- Administrative expenses
- $154,642
- Total expenses
- $10,052,184
- Net increase / (decrease)
- $36,595,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $69,823 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $62,269 | not reported in the loaded dataset |
| Colton Groome Financial Advisors | INVESTMENT ADVISOR | $24,000 | not reported in the loaded dataset |