2023 Form 5500 filing — Vintners Inn 401k 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 20241231143941NAL0035680066001) for Vintners Inn 401k Profit Sharing Plan, reported by Vintners Inn under EIN 68-0447854 and plan number 001. It reports 623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241231143941NAL0035680066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vintners Inn
- EIN
- 68-0447854
- Plan number
- 001
- Location
- Santa Rosa, CA
- Participants
- 623
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,523,031
- Total liabilities (EOY)
- $12,276
- Net assets (EOY)
- $1,510,755
- Employer contributions
- $105,113
- Participant contributions
- $127,054
- Total income / additions
- $506,581
- Benefits paid
- $1,684,564
- Administrative expenses
- $16,011
- Total expenses
- $1,725,935
- Net increase / (decrease)
- -$1,219,354
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Pension Consulants Inc | TPA | $37,065 | $12,423 |
| Associated Pension Consultants Inc | TPA | $24,207 | $18,635 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $9,423 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $6,056 | $0 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $5,788 | $0 |