Duplin Wine Cellars, Inc 401k Plan — Form 5500 plan (Duplin Wine Cellars, Inc)

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, Duplin Wine Cellars, Inc 401k Plan is a benefit plan reported by Duplin Wine Cellars, Inc under EIN 56-1119842 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $9,258,292 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Duplin Wine Cellars, Inc
EIN
56-1119842
Plan number
001
Plan type
2
Location
Rose Hill, NC
Latest filing year
2023
Participants
173
End-of-year plan assets
$9,258,292

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20250402075429NAL0005255363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,258,292
Total liabilities (EOY)
$0
Net assets (EOY)
$9,258,292
Net assets (BOY)
$6,944,039

Income & contributions

Employer contributions
$242,510
Participant contributions
$481,221
Total contributions
$723,731
Total income / additions
$2,600,117

Expenses & distributions

Benefits paid
$277,360
Administrative expenses
$8,504
Total expenses
$285,864
Net increase / (decrease)
$2,314,253

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPING$8,504not reported in the loaded dataset2023

Related Form 5500 pages