Plan5500

F. Korbel & Bros. — 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, F. Korbel & Bros. (EIN 94-0608865) is a plan sponsor located in Guerneville, 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
94-0608865
Location
Guerneville, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$80.5MSummed across loaded plans$80,452,802
Total reported assets$80.5M$80,452,802
Total reported participants657
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$80.5M total assets
Net assets$80.5MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$2M
Total income / additions$15M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.2M
Net increase / (decrease)$10.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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%F. Korbel & Bros. 401(K) Retirement Plan
Participants per plan329Average 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
    F. Korbel & Bros. 401(K) Retirement Plan$80.5M
    Plan #002 · 374 participants · 2023
  2. 2
    F. Korbel And Bros, Inc. Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 283 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for F. Korbel & Bros.
YearPlanParticipantsSchedulesFiling
2023F. Korbel & Bros. 401(K) Retirement Plan374H, C20240711110835NAL0016067809001
2023F. Korbel And Bros, Inc. Health & Welfare Benefit Plan283C20240805132359NAL0002096544001

Related Form 5500 pages