2023 Form 5500 filing — Delicato Vineyards Employee Retirement 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 20240904184714NAL0037063712001) for Delicato Vineyards Employee Retirement Plan, reported by Delicato Vineyards, LLC under EIN 94-2212174 and plan number 001. It reports 1,502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904184714NAL0037063712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delicato Vineyards, LLC
- EIN
- 94-2212174
- Plan number
- 001
- Location
- Manteca, CA
- Participants
- 1,502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,981,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,981,039
- Employer contributions
- $3,946,579
- Participant contributions
- $8,760,148
- Total income / additions
- $33,873,877
- Benefits paid
- $16,936,441
- Administrative expenses
- $310,739
- Total expenses
- $17,247,180
- Net increase / (decrease)
- $16,626,697
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $132,772 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $126,545 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,439 | not reported in the loaded dataset |