2023 Form 5500 filing — Tree House Brewing Company, Inc. 401(K) Profit Sharing Plan And Trust
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 20241220135020NAL0009723408001) for Tree House Brewing Company, Inc. 401(K) Profit Sharing Plan And Trust, reported by Tree House Brewing Company, In under EIN 47-2743814 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220135020NAL0009723408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tree House Brewing Company, In
- EIN
- 47-2743814
- Plan number
- 001
- Location
- Charlton, MA
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,495,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,495,677
- Employer contributions
- $350,653
- Participant contributions
- $773,016
- Total income / additions
- $1,969,913
- Benefits paid
- $85,962
- Administrative expenses
- $45,305
- Total expenses
- $172,146
- Net increase / (decrease)
- $1,797,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $24,118 | $0 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $1,743 | $0 |