Tree House Brewing Company, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Tree House Brewing Company, In)

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, Tree House Brewing Company, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Tree House Brewing Company, In under EIN 47-2743814 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $4,495,677 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tree House Brewing Company, In
EIN
47-2743814
Plan number
001
Plan type
2
Location
Charlton, MA
Latest filing year
2023
Participants
408
End-of-year plan assets
$4,495,677

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H, C20241220135020NAL0009723408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,495,677
Total liabilities (EOY)
$0
Net assets (EOY)
$4,495,677
Net assets (BOY)
$2,697,910

Income & contributions

Employer contributions
$350,653
Participant contributions
$773,016
Total contributions
$1,339,764
Total income / additions
$1,969,913

Expenses & distributions

Benefits paid
$85,962
Administrative expenses
$45,305
Total expenses
$172,146
Net increase / (decrease)
$1,797,767

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCRECORDKEEPER$24,118$02023
Wilshire Associates Inc.FIDUCIARY ADVISOR$1,743$02023

Related Form 5500 pages