2023 Form 5500 filing — Beckstoffer Vineyards Safe Harbor 401(K) Retirement Savings 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 20241115112025NAL0000514131001) for Beckstoffer Vineyards Safe Harbor 401(K) Retirement Savings Plan, reported by Beckstoffer Vineyards under EIN 94-2463903 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115112025NAL0000514131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beckstoffer Vineyards
- EIN
- 94-2463903
- Plan number
- 002
- Location
- Rutherford, CA
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,475,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,475,579
- Employer contributions
- $481,033
- Participant contributions
- $723,477
- Total income / additions
- $3,539,493
- Benefits paid
- $2,005,550
- Administrative expenses
- $44,614
- Total expenses
- $2,050,164
- Net increase / (decrease)
- $1,489,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $44,614 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |