Deschutes Brewery, Inc. 401(K) Plan — Form 5500 plan (Deschutes Brewery, 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, Deschutes Brewery, Inc. 401(K) Plan is a benefit plan reported by Deschutes Brewery, Inc. under EIN 93-0972809 and plan number 001. The latest loaded filing year is 2023. The filing reports 655 participants and $27,492,487 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Deschutes Brewery, Inc.
EIN
93-0972809
Plan number
001
Plan type
2
Location
Bend, OR
Latest filing year
2023
Participants
655
End-of-year plan assets
$27,492,487

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023655H, C20241002160556NAL0004190755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,492,487
Total liabilities (EOY)
$0
Net assets (EOY)
$27,492,487
Net assets (BOY)
$23,368,923

Income & contributions

Employer contributions
$701,599
Participant contributions
$1,398,744
Total contributions
$2,362,006
Total income / additions
$7,261,035

Expenses & distributions

Benefits paid
$3,137,296
Administrative expenses
$175
Total expenses
$3,137,471
Net increase / (decrease)
$4,123,564

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$175$02023

Related Form 5500 pages