2023 Form 5500 filing — Bogle Vineyards Inc 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 20241008161314NAL0030488640001) for Bogle Vineyards Inc 401(K) Retirement Plan, reported by Bogle Vineyards Inc under EIN 94-2247790 and plan number 001. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008161314NAL0030488640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bogle Vineyards Inc
- EIN
- 94-2247790
- Plan number
- 001
- Location
- Clarksburg, CA
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,675,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,675,363
- Employer contributions
- $531,974
- Participant contributions
- $1,444,519
- Total income / additions
- $5,748,750
- Benefits paid
- $598,612
- Administrative expenses
- $3,200
- Total expenses
- $601,812
- Net increase / (decrease)
- $5,146,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $3,200 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Buffalo Funds, | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Loomis - Sayles - Natixis - Hansber | NONE | $0 | $0 |
| Franklin Templeton | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Tiaa-Cref | NONE | $0 | $0 |