Cold Spring Brewing Company 401(K) Plan — Form 5500 plan (Cold Spring 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, Cold Spring Brewing Company 401(K) Plan is a benefit plan reported by Cold Spring Brewing Company under EIN 84-1391118 and plan number 002. The latest loaded filing year is 2023. The filing reports 578 participants and $12,923,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cold Spring Brewing Company
- EIN
- 84-1391118
- Plan number
- 002
- Plan type
- 2
- Location
- Mooresville, NC
- Latest filing year
- 2023
- Participants
- 578
- End-of-year plan assets
- $12,923,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 578 | H, C | 20241004134531NAL0012287953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,923,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,923,132
- Net assets (BOY)
- $10,463,243
Income & contributions
- Employer contributions
- $511,879
- Participant contributions
- $929,773
- Total contributions
- $1,444,123
- Total income / additions
- $3,501,126
Expenses & distributions
- Benefits paid
- $991,523
- Administrative expenses
- $46,140
- Total expenses
- $1,041,237
- Net increase / (decrease)
- $2,459,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,370 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,270 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cold Spring Brewing Company
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Mooresville, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation