Winebow 401(K) Plan — Form 5500 plan (The Country Vintner, Inc. D/B/A Winebow)
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, Winebow 401(K) Plan is a benefit plan reported by The Country Vintner, Inc. D/B/A Winebow under EIN 54-1145524 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,906 participants and $130,945,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Country Vintner, Inc. D/B/A Winebow
- EIN
- 54-1145524
- Plan number
- 001
- Plan type
- 2
- Location
- Glen Allen, VA
- Latest filing year
- 2023
- Participants
- 1,906
- End-of-year plan assets
- $130,945,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,906 | H, C | 20241008144124NAL0008473491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,945,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,945,928
- Net assets (BOY)
- $113,558,783
Income & contributions
- Employer contributions
- $1,810,742
- Participant contributions
- $8,444,913
- Total contributions
- $11,030,999
- Total income / additions
- $26,873,444
Expenses & distributions
- Benefits paid
- $9,282,139
- Administrative expenses
- $204,160
- Total expenses
- $9,486,299
- Net increase / (decrease)
- $17,387,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $142,446 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISORY | $61,714 | $8,438 | 2023 |
| Rsm Us Llp | ACCOUNTANT | $22,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Country Vintner, Inc. D/B/A Winebow
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Glen Allen, VA
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Rsm Us Llp — Schedule C compensation