Plain-English plan 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, Michael Skurnik Wines, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Michael Skurnik Wines, Inc. under EIN 11-2945508 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $26,355,788 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,355,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,355,788
- Net assets (BOY)
- $20,631,280
Income & contributions
- Employer contributions
- $679,375
- Participant contributions
- $1,579,582
- Total contributions
- $2,291,831
- Total income / additions
- $6,311,318
Expenses & distributions
- Benefits paid
- $537,976
- Administrative expenses
- $48,753
- Total expenses
- $586,810
- Net increase / (decrease)
- $5,724,508