401k Plan data: KATY BREWING RETIREMENT PLAN plan

KATY BREWING RETIREMENT PLAN 401k Plan overview

Plan Name	KATY BREWING RETIREMENT PLAN
Plan identification number	001

KATY BREWING RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

KATY BREWING, CO. has sponsored the creation of one or more 401k plans.

Company Name: KATY BREWING, CO.

Employer identification number (EIN): 475052128

NAIC Classification: 312120
NAIC Description: Breweries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KATY BREWING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 BRAD WHEELING
001 2017-01-01 BRAD WHEELING
001 2016-01-01 BRAD WHEELING
001 2015-01-01 BRAD WHEELING

Plan Statistics for KATY BREWING RETIREMENT PLAN

401k plan membership statisitcs for KATY BREWING RETIREMENT PLAN

Measure Date Value
2023: KATY BREWING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 3
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: KATY BREWING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KATY BREWING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KATY BREWING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KATY BREWING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KATY BREWING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
2017: KATY BREWING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Total of all active and inactive participants 2017-01-01 3
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
2016: KATY BREWING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
2015: KATY BREWING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1

Measure	Date	Value
2023: KATY BREWING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	3
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: KATY BREWING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KATY BREWING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KATY BREWING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KATY BREWING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KATY BREWING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
2017: KATY BREWING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Total of all active and inactive participants	2017-01-01	3
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
2016: KATY BREWING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
2015: KATY BREWING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1

Financial Data on KATY BREWING RETIREMENT PLAN

Measure	Date	Value
2023 : KATY BREWING RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$22,555
Expenses. Total of all expenses incurred	2023-12-31	$18,357
Benefits paid (including direct rollovers)	2023-12-31	$18,342
Total plan assets at end of year	2023-12-31	$403,115
Total plan assets at beginning of year	2023-12-31	$398,917
Total contributions received or receivable from participants	2023-12-31	$1,633
Expenses. Other expenses not covered elsewhere	2023-12-31	$15
Contributions received from other sources (not participants or employers)	2023-12-31	$243,939
Other income received	2023-12-31	$-225,288
Net income (gross income less expenses)	2023-12-31	$4,198
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$403,115
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$398,917
Assets. Value of employer securities	2023-12-31	$397,991
Total contributions received or receivable from employer(s)	2023-12-31	$2,271
2022 : KATY BREWING RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-90,296
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$398,917
Total plan assets at beginning of year	2022-12-31	$489,213
Total contributions received or receivable from participants	2022-12-31	$2,422
Other income received	2022-12-31	$-94,171
Net income (gross income less expenses)	2022-12-31	$-90,296
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$398,917
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$489,213
Assets. Value of employer securities	2022-12-31	$384,394
Total contributions received or receivable from employer(s)	2022-12-31	$1,453
2021 : KATY BREWING RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-621,235
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$489,213
Total plan assets at beginning of year	2021-12-31	$1,110,448
Value of fidelity bond covering the plan	2021-12-31	$1,000
Total contributions received or receivable from participants	2021-12-31	$2,229
Other income received	2021-12-31	$-624,808
Net income (gross income less expenses)	2021-12-31	$-621,235
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$489,213
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,110,448
Assets. Value of employer securities	2021-12-31	$400,051
Total contributions received or receivable from employer(s)	2021-12-31	$1,344
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : KATY BREWING RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-342,933
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,110,448
Total plan assets at beginning of year	2020-12-31	$1,453,381
Total contributions received or receivable from participants	2020-12-31	$2,100
Other income received	2020-12-31	$-346,293
Net income (gross income less expenses)	2020-12-31	$-342,933
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,110,448
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,453,381
Assets. Value of employer securities	2020-12-31	$1,024,938
Total contributions received or receivable from employer(s)	2020-12-31	$1,260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : KATY BREWING RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$164,829
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,453,381
Total plan assets at beginning of year	2019-12-31	$1,288,552
Total contributions received or receivable from participants	2019-12-31	$2,081
Other income received	2019-12-31	$161,500
Net income (gross income less expenses)	2019-12-31	$164,829
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,453,381
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,288,552
Assets. Value of employer securities	2019-12-31	$1,371,336
Total contributions received or receivable from employer(s)	2019-12-31	$1,248
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : KATY BREWING RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$611,543
Total plan assets at end of year	2018-12-31	$1,288,552
Total plan assets at beginning of year	2018-12-31	$677,009
Total contributions received or receivable from participants	2018-12-31	$123
Other income received	2018-12-31	$611,343
Net income (gross income less expenses)	2018-12-31	$611,543
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,288,552
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$677,009
Assets. Value of employer securities	2018-12-31	$1,210,002
Total contributions received or receivable from employer(s)	2018-12-31	$77
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : KATY BREWING RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$250,520
Total plan assets at end of year	2017-12-31	$677,009
Total plan assets at beginning of year	2017-12-31	$426,489
Other income received	2017-12-31	$250,520
Net income (gross income less expenses)	2017-12-31	$250,520
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$677,009
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$426,489
Assets. Value of employer securities	2017-12-31	$598,789
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
2016 : KATY BREWING RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$322,564
Total plan assets at end of year	2016-12-31	$426,489
Total plan assets at beginning of year	2016-12-31	$103,925
Contributions received from other sources (not participants or employers)	2016-12-31	$322,457
Other income received	2016-12-31	$107
Net income (gross income less expenses)	2016-12-31	$322,564
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$426,489
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$103,925
Assets. Value of employer securities	2016-12-31	$311,400
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : KATY BREWING RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$103,925
Total plan assets at end of year	2015-12-31	$103,925
Contributions received from other sources (not participants or employers)	2015-12-31	$103,919
Other income received	2015-12-31	$6
Net income (gross income less expenses)	2015-12-31	$103,925
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$103,925
Assets. Value of employer securities	2015-12-31	$103,800
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0

Form 5500 Responses for KATY BREWING RETIREMENT PLAN

2023: KATY BREWING RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KATY BREWING RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KATY BREWING RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KATY BREWING RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KATY BREWING RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KATY BREWING RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KATY BREWING RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KATY BREWING RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KATY BREWING RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KATY BREWING, CO.
Employer identification number (EIN):	475052128
NAIC Classification:	312120
NAIC Description:	Breweries