How many benefit plans does Winery Exchange, Inc. report on Form 5500?

Winery Exchange, Inc. (EIN 94-3353812) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Winery Exchange, Inc.?

The Employer Identification Number (EIN) reported for Winery Exchange, Inc. is 94-3353812.

What is the latest Form 5500 filing year for Winery Exchange, Inc.?

The latest loaded Form 5500 filing year for Winery Exchange, Inc. is 2023.

Winery Exchange, 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, Winery Exchange, Inc. (EIN 94-3353812) is a plan sponsor located in Novato, 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: 94-3353812
Location: Novato, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $13,046,486
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $13,046,486

Contributions & income

Employer contributions: $0
Participant contributions: $1,401,647
Total income / additions: $3,936,090

Expenses & distributions

Benefits paid / distributions: $2,171,233
Total expenses: $2,236,145
Net increase / (decrease): $1,699,945

Coverage

Total reported participants: 514
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

Winery Exchange, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Winery Exchange Inc., 401(K) Plan	001	191	$13,046,486	2023
Wx Health And Welfare Benefit Plan	501	323	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Winery Exchange, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Wx Health And Welfare Benefit Plan	323	—	20240730185529NAL0012188163001
2023	Winery Exchange Inc., 401(K) Plan	191	H, C	20241014184153NAL0015430995001