Deutsch Family Wine & Spirits 401(K) Savings Plan — Form 5500 plan (W.J. Deutsch & Sons, Ltd. Dba Deutsch Family)

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, Deutsch Family Wine & Spirits 401(K) Savings Plan is a benefit plan reported by W.J. Deutsch & Sons, Ltd. Dba Deutsch Family under EIN 13-3539989 and plan number 001. The latest loaded filing year is 2023. The filing reports 489 participants and $73,064,335 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
W.J. Deutsch & Sons, Ltd. Dba Deutsch Family
EIN
13-3539989
Plan number
001
Plan type
2
Location
Stamford, CT
Latest filing year
2023
Participants
489
End-of-year plan assets
$73,064,335

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023489H, C20241008075212NAL0009462259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$73,064,335
Total liabilities (EOY)
$0
Net assets (EOY)
$73,064,335
Net assets (BOY)
$60,485,123

Income & contributions

Employer contributions
$2,531,906
Participant contributions
$5,281,532
Total contributions
$8,723,359
Total income / additions
$19,325,658

Expenses & distributions

Benefits paid
$6,487,970
Administrative expenses
$258,476
Total expenses
$6,746,446
Net increase / (decrease)
$12,579,212

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$210,662$02023
Cerity PartnersINV ADV, PARTICIPANTS$47,814not reported in the loaded dataset2023

Related Form 5500 pages