Octopi Brewing 401(K) Plan — Form 5500 plan (Octopi Brewing LLC)
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, Octopi Brewing 401(K) Plan is a benefit plan reported by Octopi Brewing LLC under EIN 46-4662427 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $1,840,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Octopi Brewing LLC
- EIN
- 46-4662427
- Plan number
- 001
- Plan type
- 2
- Location
- Waunakee, WI
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $1,840,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241015112157NAL0028185329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,840,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,840,386
- Net assets (BOY)
- $1,009,982
Income & contributions
- Employer contributions
- $279,152
- Participant contributions
- $588,747
- Total contributions
- $911,051
- Total income / additions
- $1,182,720
Expenses & distributions
- Benefits paid
- $350,741
- Administrative expenses
- $1,575
- Total expenses
- $352,316
- Net increase / (decrease)
- $830,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $1,575 | $0 | 2023 |