New Belgium Brewing Company, Inc. 401(K) Plan — Form 5500 plan (New Belgium Brewing Company, Inc.)

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, New Belgium Brewing Company, Inc. 401(K) Plan is a benefit plan reported by New Belgium Brewing Company, Inc. under EIN 84-1225570 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,847 participants and $171,178,274 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Belgium Brewing Company, Inc.
EIN
84-1225570
Plan number
001
Plan type
2
Location
Fort Collins, CO
Latest filing year
2023
Participants
1,847
End-of-year plan assets
$171,178,274

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,847H, C20241007164640NAL0007782371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$171,178,274
Total liabilities (EOY)
$0
Net assets (EOY)
$171,178,274
Net assets (BOY)
$117,931,938

Income & contributions

Employer contributions
$5,058,800
Participant contributions
$8,418,670
Total contributions
$15,666,755
Total income / additions
$42,268,831

Expenses & distributions

Benefits paid
$13,496,983
Administrative expenses
$181,033
Total expenses
$13,678,016
Net increase / (decrease)
$28,590,815

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$124,581$02023
Raymond James And AssociINVESTMENT ADVISORY$56,452not reported in the loaded dataset2023

Related Form 5500 pages