2023 Form 5500 filing — Mesa Vineyard 401(K) 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 20240913174520NAL0011991665001) for Mesa Vineyard 401(K) Retirement Plan, reported by Mesa Vineyard Management, Inc. under EIN 77-0202905 and plan number 001. It reports 422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913174520NAL0011991665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mesa Vineyard Management, Inc.
- EIN
- 77-0202905
- Plan number
- 001
- Location
- Templeton, CA
- Participants
- 422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,371,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,371,895
- Employer contributions
- $591,897
- Participant contributions
- $936,311
- Total income / additions
- $3,640,733
- Benefits paid
- $1,458,668
- Administrative expenses
- $81,231
- Total expenses
- $1,539,899
- Net increase / (decrease)
- $2,100,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Evolve Retirement Plan Solutions | RECORDKEEPER | $41,670 | not reported in the loaded dataset |
| Corvus Wealth | ADVISOR | $25,231 | not reported in the loaded dataset |
| Hicks Pension Services | TPA | $8,525 | not reported in the loaded dataset |