2023 Form 5500 filing — Rombauer Vineyards, Inc. 401(K) Salary Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240521135736NAL0001169699001) for Rombauer Vineyards, Inc. 401(K) Salary Savings Plan, reported by Rombauer Vineyards, Inc. under EIN 68-0284450 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240521135736NAL0001169699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rombauer Vineyards, Inc.
- EIN
- 68-0284450
- Plan number
- 001
- Location
- St Helena, CA
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $365,087
- Participant contributions
- $823,479
- Total income / additions
- $2,320,369
- Benefits paid
- $12,089,983
- Administrative expenses
- $76,498
- Total expenses
- $12,178,568
- Net increase / (decrease)
- -$9,858,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial Services Inc | ADVISOR | $32,192 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,854 | $0 |
| Metz & Associates Pllc | ACCOUNTANT/AUDITOR | $17,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,951 | not reported in the loaded dataset |