2023 Form 5500 filing — Willamette Valley Vineyards Inc. 401(K) Profit Sharing Plan And Trust
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 20240731161617NAL0022663873001) for Willamette Valley Vineyards Inc. 401(K) Profit Sharing Plan And Trust, reported by Willamette Valley Vineyards Inc. under EIN 93-0981021 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731161617NAL0022663873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willamette Valley Vineyards Inc.
- EIN
- 93-0981021
- Plan number
- 001
- Location
- Turner, OR
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,861,155
- Total liabilities (EOY)
- $247
- Net assets (EOY)
- $3,860,908
- Employer contributions
- $186,636
- Participant contributions
- $354,057
- Total income / additions
- $1,120,550
- Benefits paid
- $913,430
- Administrative expenses
- $4,158
- Total expenses
- $928,507
- Net increase / (decrease)
- $192,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Funds | INVESTMENT EXPENSES | $36,565 | not reported in the loaded dataset |
| Professional Benefit Services, Inc. | CONTRACT ADMIN | $1,879 | not reported in the loaded dataset |