2023 Form 5500 filing — Michael Skurnik Wines, Inc. 401(K) Profit Sharing Plan & 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 20240821110207NAL0006841120001) for Michael Skurnik Wines, Inc. 401(K) Profit Sharing Plan & Trust, reported by Michael Skurnik Wines, Inc. under EIN 11-2945508 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821110207NAL0006841120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michael Skurnik Wines, Inc.
- EIN
- 11-2945508
- Plan number
- 001
- Location
- Jericho, NY
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,355,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,355,788
- Employer contributions
- $679,375
- Participant contributions
- $1,579,582
- Total income / additions
- $6,311,318
- Benefits paid
- $537,976
- Administrative expenses
- $48,753
- Total expenses
- $586,810
- Net increase / (decrease)
- $5,724,508
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $29,218 | not reported in the loaded dataset |
| Equitable Advisors, LLC | NONE | $19,535 | not reported in the loaded dataset |