2023 Form 5500 filing — Halter Winery, LLC 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 20240924153510NAL0012993441001) for Halter Winery, LLC Retirement Plan, reported by Halter Winery, LLC under EIN 01-0581749 and plan number 001. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924153510NAL0012993441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Halter Winery, LLC
- EIN
- 01-0581749
- Plan number
- 001
- Location
- Paso Robles, CA
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,032,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,032,405
- Employer contributions
- $411,587
- Participant contributions
- $204,011
- Total income / additions
- $1,230,120
- Benefits paid
- $212,668
- Administrative expenses
- $1,365
- Total expenses
- $214,033
- Net increase / (decrease)
- $1,016,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | THIRD PARTY ADMINISTRATOR | $1,365 | $0 |