Plan5500

Berntsen Wine Investment — 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, Berntsen Wine Investment (EIN 82-1827547) is a plan sponsor located in San Juan Bautista, 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
82-1827547
Location
San Juan Bautista, 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 Berntsen Wine Investment

  • 1 loaded plans hold $187.3K in reported assets.
  • The largest, Berntsen Wine Investment Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$187.3KSummed across loaded plans$187,272
Total reported assets$187.3K$187,272
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$187.3K total assets
Net assets$187.3KLiabilities—
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$66.6K

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%Berntsen Wine Investment Retirement Plan
Participants per plan1Average 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
    Berntsen Wine Investment Retirement Plan$187.3K
    Plan #001 · 1 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 Berntsen Wine Investment. Open one for its full reported snapshot.

  1. 2023
    Berntsen Wine Investment Retirement Plan1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Berntsen Wine Investment report on Form 5500?
Berntsen Wine Investment (EIN 82-1827547) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Berntsen Wine Investment?
The Employer Identification Number (EIN) reported for Berntsen Wine Investment is 82-1827547.
What is the latest Form 5500 filing year for Berntsen Wine Investment?
The latest loaded Form 5500 filing year for Berntsen Wine Investment is 2023.

Related Form 5500 pages