City Brewing Company Salaried 401(K) Plan — Form 5500 plan (Cbc Acquisition, LLC Dba City Brewing Co., 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, City Brewing Company Salaried 401(K) Plan is a benefit plan reported by Cbc Acquisition, LLC Dba City Brewing Co., LLC under EIN 52-2270167 and plan number 001. The latest loaded filing year is 2023. The filing reports 547 participants and $26,614,820 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cbc Acquisition, LLC Dba City Brewing Co., LLC
EIN
52-2270167
Plan number
001
Plan type
2
Location
La Crosse, WI
Latest filing year
2023
Participants
547
End-of-year plan assets
$26,614,820

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023547H, C20241014153459NAL0013548451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,614,820
Total liabilities (EOY)
$0
Net assets (EOY)
$26,614,820
Net assets (BOY)
$21,596,026

Income & contributions

Employer contributions
$1,148,962
Participant contributions
$2,519,068
Total contributions
$3,878,779
Total income / additions
$8,207,329

Expenses & distributions

Benefits paid
$3,187,996
Administrative expenses
$539
Total expenses
$3,188,535
Net increase / (decrease)
$5,018,794

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$525$02023

Related Form 5500 pages