2023 Form 5500 filing — Werk-Brau Co., Inc. Employees Retirement 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 20241014111304NAL0044281760001) for Werk-Brau Co., Inc. Employees Retirement Plan, reported by Werk-Brau Co., Inc. under EIN 34-4456894 and plan number 001. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111304NAL0044281760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Werk-Brau Co., Inc.
- EIN
- 34-4456894
- Plan number
- 001
- Location
- Findlay, OH
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,627,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,627,763
- Employer contributions
- $800,000
- Participant contributions
- $1,143,803
- Total income / additions
- $4,988,905
- Benefits paid
- $474,209
- Administrative expenses
- $38,857
- Total expenses
- $513,066
- Net increase / (decrease)
- $4,475,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,492 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $24,487 | not reported in the loaded dataset |
| Pentegra Services, Inc | CONTRACT ADMIN | $850 | not reported in the loaded dataset |