Brewer Direct, Inc. Employee Stock Ownership Plan — Form 5500 plan (Brewer Direct, Inc.)
Plain-English plan 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, Brewer Direct, Inc. Employee Stock Ownership Plan is a benefit plan reported by Brewer Direct, Inc. under EIN 20-1094526 and plan number 002. The latest loaded filing year is 2023. The filing reports 56 participants and $12,330,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brewer Direct, Inc.
- EIN
- 20-1094526
- Plan number
- 002
- Plan type
- 2
- Location
- Monrovia, CA
- Latest filing year
- 2023
- Participants
- 56
- End-of-year plan assets
- $12,330,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 56 | I | 20240501182724NAL0018328579001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,330,041
- Total liabilities (EOY)
- $3,907,031
- Net assets (EOY)
- $8,423,010
- Net assets (BOY)
- $7,080,059
Income & contributions
- Employer contributions
- $318,480
- Total income / additions
- $1,558,479
Expenses & distributions
- Benefits paid
- $75,075
- Total expenses
- $215,528
- Net increase / (decrease)
- $1,342,951
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.