2023 Form 5500 filing — Nissen Vineyard Services, 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 20250728132729NAL0000814931001) for Nissen Vineyard Services, Inc. Profit Sharing Plan, reported by Nissen Vineyard Services, Inc. under EIN 94-2890023 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250728132729NAL0000814931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nissen Vineyard Services, Inc.
- EIN
- 94-2890023
- Plan number
- 001
- Location
- St. Helena, CA
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,264,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,264,333
- Employer contributions
- $14,922
- Total income / additions
- $605,876
- Benefits paid
- $2,626,356
- Administrative expenses
- $27,272
- Total expenses
- $2,653,628
- Net increase / (decrease)
- -$2,047,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co. | NONE | $8,560 | $38,345 |
| Carlson Quinn And Associates | NONE | $15,525 | not reported in the loaded dataset |