Royal Wine Corporation Profit Sharing Plan & Trust — Form 5500 plan (Royal Wine Corporation)
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, Royal Wine Corporation Profit Sharing Plan & Trust is a benefit plan reported by Royal Wine Corporation under EIN 13-5545767 and plan number 001. The latest loaded filing year is 2023. The filing reports 728 participants and $30,314,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royal Wine Corporation
- EIN
- 13-5545767
- Plan number
- 001
- Plan type
- 2
- Location
- Bayonne, NJ
- Latest filing year
- 2023
- Participants
- 728
- End-of-year plan assets
- $30,314,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 728 | H, C | 20241015161153NAL0030297505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,314,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,314,037
- Net assets (BOY)
- $25,542,551
Income & contributions
- Employer contributions
- $773,227
- Participant contributions
- $1,249,581
- Total contributions
- $2,408,568
- Total income / additions
- $5,693,978
Expenses & distributions
- Benefits paid
- $1,154,926
- Administrative expenses
- $90,684
- Total expenses
- $1,282,139
- Net increase / (decrease)
- $4,411,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Life Insurance Company | RECORD KEEPER | $90,684 | $50,244 | 2023 |