Mcmenamins Pubs & Breweries 401(K) Plan — Form 5500 plan (Mcmenamins, 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, Mcmenamins Pubs & Breweries 401(K) Plan is a benefit plan reported by Mcmenamins, Inc. under EIN 93-0993010 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,603 participants and $35,908,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcmenamins, Inc.
- EIN
- 93-0993010
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 2,603
- End-of-year plan assets
- $35,908,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,603 | H, C | 20241014121630NAL0026124561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,908,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,908,944
- Net assets (BOY)
- $29,815,577
Income & contributions
- Employer contributions
- $263,737
- Participant contributions
- $2,399,315
- Total contributions
- $2,701,006
- Total income / additions
- $7,530,420
Expenses & distributions
- Benefits paid
- $1,315,296
- Administrative expenses
- $121,757
- Total expenses
- $1,437,053
- Net increase / (decrease)
- $6,093,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Deschutes Portfolio Strategies | NONE | $55,395 | not reported in the loaded dataset | 2023 |
| The Retirement Plan Company | NONE | $48,034 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $9,797 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $8,591 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcmenamins, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Deschutes Portfolio Strategies — Schedule C compensation
- The Retirement Plan Company — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation