D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan — Form 5500 plan (D.G. Yuengling & Son, 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, D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan is a benefit plan reported by D.G. Yuengling & Son, Inc. under EIN 23-1244850 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $16,201,383 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
D.G. Yuengling & Son, Inc.
EIN
23-1244850
Plan number
001
Plan type
2
Location
Pottsville, PA
Latest filing year
2023
Participants
157
End-of-year plan assets
$16,201,383

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20250107075006NAL0009129793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,201,383
Total liabilities (EOY)
$0
Net assets (EOY)
$16,201,383
Net assets (BOY)
$14,697,851

Income & contributions

Total contributions
$0
Total income / additions
$2,086,872

Expenses & distributions

Benefits paid
$583,340
Administrative expenses
$0
Total expenses
$583,340
Net increase / (decrease)
$1,503,532

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaNONE$0$02023
Cornerstone Advisors Asset MgmtNONE$0$02023
Kathmere Capital ManagementNONE$0$02023

Related Form 5500 pages