Odell Brewing Company Co-Worker Stock Ownership Plan — Form 5500 plan (Odell Brewing Company)
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, Odell Brewing Company Co-Worker Stock Ownership Plan is a benefit plan reported by Odell Brewing Company under EIN 84-1115018 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $6,777,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Odell Brewing Company
- EIN
- 84-1115018
- Plan number
- 002
- Plan type
- 2
- Location
- Ft. Collins, CO
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $6,777,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241014131348NAL0044603840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,777,862
- Total liabilities (EOY)
- $4,492,575
- Net assets (EOY)
- $2,285,287
- Net assets (BOY)
- $3,698,480
Income & contributions
- Employer contributions
- $100,382
- Total contributions
- $100,382
- Total income / additions
- -$465,035
Expenses & distributions
- Benefits paid
- $729,734
- Administrative expenses
- $89,305
- Total expenses
- $948,158
- Net increase / (decrease)
- -$1,413,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greatbanc | TRUSTEE | $33,778 | not reported in the loaded dataset | 2023 |
| Prairie Capital | VALUATION SERVICES | $24,600 | not reported in the loaded dataset | 2023 |
| Plante & Moran | ACCOUNTANT | $16,000 | not reported in the loaded dataset | 2023 |
| Principal | PLAN ADMINISTRATOR | $14,925 | not reported in the loaded dataset | 2023 |