Mesa Vineyard Management, 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, Mesa Vineyard Management, Inc. (EIN 77-0202905) is a plan sponsor located in Templeton, CA 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
77-0202905
Location
Templeton, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,371,895
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$18,371,895

Contributions & income

Employer contributions
$591,897
Participant contributions
$936,311
Total income / additions
$3,640,733

Expenses & distributions

Benefits paid / distributions
$1,458,668
Total expenses
$1,539,899
Net increase / (decrease)
$2,100,834

Coverage

Total reported participants
559
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Mesa Vineyard Management, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Mesa Vineyard 401(K) Retirement Plan001422$18,371,8952023
Mesa Vineyard Management, Inc. Health & Welfare Benefit Plan501137not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mesa Vineyard Management, Inc.
YearPlanParticipantsSchedulesFiling
2023Mesa Vineyard Management, Inc. Health & Welfare Benefit Plan13720240710170941NAL0023438128001
2023Mesa Vineyard 401(K) Retirement Plan422H, C20240913174520NAL0011991665001

Related Form 5500 pages