2023 Form 5500 filing — Old Bridge Cellars 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 20241015102817NAL0029252689001) for Old Bridge Cellars 401(K) Plan, reported by Obc Holdings, Inc under EIN 73-1682094 and plan number 001. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.4MReported net assets$6,378,349
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015102817NAL0029252689001
Plan sponsor
Obc Holdings, Inc
EIN
73-1682094
Plan number
001
Location
Napa, 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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.5K
Benefits paid / distributions$0
Contributions
Employer$53.8K
Participant$184.2K
Full reported line items
Total assets (EOY)
$6,378,349
Total liabilities (EOY)
$0
Net assets (EOY)
$6,378,349
Employer contributions
$53,758
Participant contributions
$184,186
Total income / additions
$1,704,555
Benefits paid
$0
Administrative expenses
$75
Total expenses
$1,540
Net increase / (decrease)
$1,703,015

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015102817NAL0029252689001 cover?
It is the 2023 Form 5500 filing for Old Bridge Cellars 401(K) Plan, reported by Obc Holdings, Inc (EIN 73-1682094).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages