2023 Form 5500 filing — Vintners Distributors, Inc. 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 20241013213549NAL0044446624001) for Vintners Distributors, Inc. Profit Sharing Plan, reported by Vintners Distributors, Inc. under EIN 94-3023379 and plan number 005. It reports 762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.1MReported net assets$12,094,428
Participants762
Provider compensation$55.9K2 Schedule C row(s)$55,873
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013213549NAL0044446624001
Plan sponsor
Vintners Distributors, Inc.
EIN
94-3023379
Plan number
005
Location
Fremont, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.1M total assets
Net assets$12.1MLiabilities
Money in vs. money out
Total income / additions$2.8M
Total expenses$842.3K
Benefits paid / distributions$786.4K
Contributions
Employer$283.7K
Participant$562.1K
Full reported line items
Total assets (EOY)
$12,094,428
Net assets (EOY)
$12,094,428
Employer contributions
$283,716
Participant contributions
$562,071
Total income / additions
$2,756,457
Benefits paid
$786,407
Administrative expenses
$55,873
Total expenses
$842,280
Net increase / (decrease)
$1,914,177
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $29.1K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $26.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013213549NAL0044446624001 cover?
It is the 2023 Form 5500 filing for Vintners Distributors, Inc. Profit Sharing Plan, reported by Vintners Distributors, Inc. (EIN 94-3023379).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages