2023 Form 5500 filing — Ste. Michelle Wine Estates Ltd. 401(K) 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 20241009113753NAL0018234049001) for Ste. Michelle Wine Estates Ltd. 401(K) Plan, reported by Ste. Michelle Wine Estates, LLC under EIN 91-0897041 and plan number 001. It reports 1,355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009113753NAL0018234049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ste. Michelle Wine Estates, LLC
- EIN
- 91-0897041
- Plan number
- 001
- Location
- Woodinville, WA
- Participants
- 1,355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,880,785
- Total liabilities (EOY)
- $28,573
- Net assets (EOY)
- $44,852,212
- Employer contributions
- $4,988,689
- Participant contributions
- $7,634,422
- Total income / additions
- $21,973,553
- Benefits paid
- $5,677,978
- Administrative expenses
- $114,089
- Total expenses
- $5,805,809
- Net increase / (decrease)
- $16,167,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $97,190 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $10,293 | not reported in the loaded dataset |