2023 Form 5500 filing — Foley Family Wines 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 20241015104516NAL0029296689001) for Foley Family Wines 401(K) Plan, reported by Foley Family Wines, Inc. under EIN 26-0823176 and plan number 001. It reports 954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104516NAL0029296689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foley Family Wines, Inc.
- EIN
- 26-0823176
- Plan number
- 001
- Location
- Santa Rosa, CA
- Participants
- 954
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,971,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,971,446
- Employer contributions
- $1,286,278
- Participant contributions
- $4,261,067
- Total income / additions
- $14,234,445
- Benefits paid
- $5,270,510
- Administrative expenses
- $169,536
- Total expenses
- $5,452,633
- Net increase / (decrease)
- $8,781,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $89,327 | $0 |
| Global Retirement Partners LLC | ADVISOR | $80,209 | not reported in the loaded dataset |