Oregon Brewing Co. 401k Profit Sharing Plan — Form 5500 plan (Oregon 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, Oregon Brewing Co. 401k Profit Sharing Plan is a benefit plan reported by Oregon Brewing Company under EIN 93-0996650 and plan number 002. The latest loaded filing year is 2023. The filing reports 290 participants and $5,924,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Brewing Company
- EIN
- 93-0996650
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 290
- End-of-year plan assets
- $5,924,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20241015164833NAL0050535824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,924,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,924,926
- Net assets (BOY)
- $4,690,064
Income & contributions
- Employer contributions
- $193,778
- Participant contributions
- $401,174
- Total contributions
- $645,068
- Total income / additions
- $1,758,244
Expenses & distributions
- Benefits paid
- $492,919
- Administrative expenses
- $19,877
- Total expenses
- $523,382
- Net increase / (decrease)
- $1,234,862
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Foster & Wood | INVESTMENT/FINANCIAL ADVI | $18,166 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,710 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |