Plan5500

Vineyard Brands Wines, Inc. — 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, Vineyard Brands Wines, Inc. (EIN 45-5059401) is a plan sponsor located in Birmingham, AL with 2 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
45-5059401
Location
Birmingham, AL
Loaded plans
2
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 Vineyard Brands Wines, Inc.

  • 2 loaded plans hold $35.4M in reported assets.
  • The largest, Vineyard Brands Wines, Inc. Employee Stock Ownership Plan, holds 52% of this company's reported plan assets.
  • Plans cover 151 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35.4MSummed across loaded plans$35,392,575
Total reported assets$35.4M$35,392,966
Total reported participants151
Total reported liabilities$391

Reported net position

Reported assets = net assets + liabilities (summed)$35.4M total assets
Net assets$35.4MLiabilities$391
Contributions & income
Employer contributions$1.7M
Participant contributions$984.9K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$6.2M
Total expenses$6.2M
Net increase / (decrease)-$4.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets52%Vineyard Brands Wines, Inc. Employee Stock Ownership Plan
Participants per plan76Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Vineyard Brands Wines, Inc. Employee Stock Ownership Plan$18.5M
    Plan #001 · 73 participants · 2023
  2. 2
    Vineyard Brands Wines, Inc. 401(K) Plan Trust$16.9M
    Plan #002 · 78 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 Vineyard Brands Wines, Inc.. Open one for its full reported snapshot.

  1. 2023
    Vineyard Brands Wines, Inc. 401(K) Plan Trust78 participants · 2Sch I
    View filing →
  2. 2023
    Vineyard Brands Wines, Inc. Employee Stock Ownership Plan73 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Vineyard Brands Wines, Inc. report on Form 5500?
Vineyard Brands Wines, Inc. (EIN 45-5059401) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Vineyard Brands Wines, Inc.?
The Employer Identification Number (EIN) reported for Vineyard Brands Wines, Inc. is 45-5059401.
What is the latest Form 5500 filing year for Vineyard Brands Wines, Inc.?
The latest loaded Form 5500 filing year for Vineyard Brands Wines, Inc. is 2023.

Related Form 5500 pages