Plan5500

Jaffurs Wine Cellars — 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, Jaffurs Wine Cellars (EIN 81-3046838) is a plan sponsor located in Santa Barbara, 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
81-3046838
Location
Santa Barbara, 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 Jaffurs Wine Cellars

  • 1 loaded plans hold $927.6K in reported assets.
  • The largest, Jaffurs Wine Cellars 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 10 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$926.5KSummed across loaded plans$926,454
Total reported assets$927.6K$927,619
Total reported participants10
Total reported liabilities$1.2K$1,165

Reported net position

Reported assets = net assets + liabilities (summed)$927.6K total assets
Net assets$926.5KLiabilities$1.2K
Contributions & income
Employer contributions$10K
Participant contributions$4.8K
Total income / additions$21.7K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$3.6K
Net increase / (decrease)$18.1K

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%Jaffurs Wine Cellars 401(K) Profit Sharing Plan
Participants per plan10Average 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
    Jaffurs Wine Cellars 401(K) Profit Sharing Plan$927.6K
    Plan #001 · 10 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 Jaffurs Wine Cellars. Open one for its full reported snapshot.

  1. 2023
    Jaffurs Wine Cellars 401(K) Profit Sharing Plan10 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jaffurs Wine Cellars report on Form 5500?
Jaffurs Wine Cellars (EIN 81-3046838) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jaffurs Wine Cellars?
The Employer Identification Number (EIN) reported for Jaffurs Wine Cellars is 81-3046838.
What is the latest Form 5500 filing year for Jaffurs Wine Cellars?
The latest loaded Form 5500 filing year for Jaffurs Wine Cellars is 2023.

Related Form 5500 pages