2023 Form 5500 filing — California Association Of Winegrape Growers Retirement 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 20240930163126NAL0005792593001) for California Association Of Winegrape Growers Retirement Plan And Trust, reported by California Association Of Winegrape Growers under EIN 94-2292593 and plan number 002. It reports 1,150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930163126NAL0005792593001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- California Association Of Winegrape Growers
- EIN
- 94-2292593
- Plan number
- 002
- Location
- Sacramento, CA
- Participants
- 1,150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,926,709
- Total liabilities (EOY)
- $71,470
- Net assets (EOY)
- $22,855,239
- Employer contributions
- $568,781
- Participant contributions
- $1,940,998
- Total income / additions
- $5,640,149
- Benefits paid
- $1,935,392
- Administrative expenses
- $119,168
- Total expenses
- $2,126,030
- Net increase / (decrease)
- $3,514,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $55,698 | $0 |
| Pentegra Services Inc | CONTRACT ADMIN | $35,403 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $29,540 | not reported in the loaded dataset |
| Advised Assets Group LLC | INVESTMENT MANAGEMENT | $9,893 | not reported in the loaded dataset |
| Plancheck(K) Cpas LLC | AUDITOR | $954 | not reported in the loaded dataset |