Plan5500

Terravant Wine Company, LLC Dba Summerland Wine Brands — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Terravant Wine Company, LLC Dba Summerland Wine Brands (EIN 20-5254549) is a plan sponsor located in Buellton, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-5254549
Location
Buellton, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Terravant Wine Company, LLC Dba Summerland Wine Brands

  • 1 loaded plans hold $796.6K in reported assets.
  • The largest, Summerland Wine Brands 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 92 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$796.6KSummed across loaded plans$796,612
Total reported assets$796.6K$796,612
Total reported participants92
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$796.6K total assets
Net assets$796.6KLiabilities$0
Contributions & income
Employer contributions$58.2K
Participant contributions$96.6K
Total income / additions$320.4K
Expenses & distributions
Benefits paid / distributions$570K
Total expenses$580.1K
Net increase / (decrease)-$259.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Summerland Wine Brands 401(K) Profit Sharing Plan
Participants per plan92Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Summerland Wine Brands 401(K) Profit Sharing Plan$796.6K
    Plan #001 · 92 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Terravant Wine Company, LLC Dba Summerland Wine Brands. Open one for its full reported snapshot.

  1. 2023
    Summerland Wine Brands 401(K) Profit Sharing Plan92 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Terravant Wine Company, LLC Dba Summerland Wine Brands report on Form 5500?
Terravant Wine Company, LLC Dba Summerland Wine Brands (EIN 20-5254549) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Terravant Wine Company, LLC Dba Summerland Wine Brands?
The Employer Identification Number (EIN) reported for Terravant Wine Company, LLC Dba Summerland Wine Brands is 20-5254549.
What is the latest Form 5500 filing year for Terravant Wine Company, LLC Dba Summerland Wine Brands?
The latest loaded Form 5500 filing year for Terravant Wine Company, LLC Dba Summerland Wine Brands is 2023.

Related Form 5500 pages