2023 Form 5500 filing — Caymus Vineyards 401(K) And Profit Sharing 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 20241007122140NAL0027404192001) for Caymus Vineyards 401(K) And Profit Sharing Plan, reported by Caymus Vineyards under EIN 94-2151816 and plan number 003. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007122140NAL0027404192001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caymus Vineyards
- EIN
- 94-2151816
- Plan number
- 003
- Location
- Rutherford, CA
- Participants
- 382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,155,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,155,578
- Employer contributions
- $3,225,980
- Participant contributions
- $2,612,056
- Total income / additions
- $11,720,719
- Benefits paid
- $1,471,115
- Administrative expenses
- $141,480
- Total expenses
- $1,612,595
- Net increase / (decrease)
- $10,108,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $111,419 | not reported in the loaded dataset |
| Woodbury Financial Services, Inc. | NONE | $30,061 | not reported in the loaded dataset |