Vintage Wine Company 401(K) & Profit Sharing Plan & Trust — Form 5500 plan (Vintage Wine Company)
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, Vintage Wine Company 401(K) & Profit Sharing Plan & Trust is a benefit plan reported by Vintage Wine Company under EIN 38-2213668 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $6,614,676 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vintage Wine Company
- EIN
- 38-2213668
- Plan number
- 001
- Plan type
- 2
- Location
- Roseville, MI
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $6,614,676
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241010150402NAL0021299873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,614,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,614,676
- Net assets (BOY)
- $5,224,309
Income & contributions
- Employer contributions
- $156,969
- Participant contributions
- $498,429
- Total contributions
- $683,646
- Total income / additions
- $1,629,488
Expenses & distributions
- Benefits paid
- $214,940
- Administrative expenses
- $17,229
- Total expenses
- $239,121
- Net increase / (decrease)
- $1,390,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Pension Advisors | N/A | $9,035 | not reported in the loaded dataset | 2023 |