West Side Db LLC 401(K) Plan — Form 5500 plan (West Side Db LLC Dba Dutch Bros Coffee)
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, West Side Db LLC 401(K) Plan is a benefit plan reported by West Side Db LLC Dba Dutch Bros Coffee under EIN 46-3562666 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $1,545,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Side Db LLC Dba Dutch Bros Coffee
- EIN
- 46-3562666
- Plan number
- 001
- Plan type
- 2
- Location
- Peoria, AZ
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $1,545,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241010115642NAL0009965635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,545,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,545,129
- Net assets (BOY)
- $1,154,346
Income & contributions
- Employer contributions
- $93,865
- Participant contributions
- $147,933
- Total contributions
- $250,472
- Total income / additions
- $548,686
Expenses & distributions
- Benefits paid
- $145,930
- Administrative expenses
- $11,973
- Total expenses
- $157,903
- Net increase / (decrease)
- $390,783
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $7,282 | $0 | 2023 |