2023 Form 5500 filing — Iron Hill Brewery Retirement 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 20241015142340NAL0014830835001) for Iron Hill Brewery Retirement Savings Plan, reported by Iron Hill Brewery under EIN 52-2032130 and plan number 001. It reports 1,261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142340NAL0014830835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iron Hill Brewery
- EIN
- 52-2032130
- Plan number
- 001
- Location
- Exton, PA
- Participants
- 1,261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,956,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,956,902
- Employer contributions
- $101,498
- Participant contributions
- $496,952
- Total income / additions
- $1,564,021
- Benefits paid
- $456,111
- Administrative expenses
- $37,729
- Total expenses
- $493,840
- Net increase / (decrease)
- $1,070,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Company | INVESTMENT ADVISOR | $34,379 | not reported in the loaded dataset |
| Commonwealth Financial Network | INVESTMENT ADVISOR | $13,004 | not reported in the loaded dataset |
| Atlantic Pension Services, Inc. | RECORDKEEPER | $5,951 | not reported in the loaded dataset |