Klein Foods, Inc. 401(K) Plan — Form 5500 plan (Klein Foods, Inc. Dba Rodney Strong Wine Estates)

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, Klein Foods, Inc. 401(K) Plan is a benefit plan reported by Klein Foods, Inc. Dba Rodney Strong Wine Estates under EIN 68-0171812 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $20,152,073 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Klein Foods, Inc. Dba Rodney Strong Wine Estates
EIN
68-0171812
Plan number
001
Plan type
2
Location
Healdsburg, CA
Latest filing year
2023
Participants
246
End-of-year plan assets
$20,152,073

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20241014182935NAL0047158240001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,152,073
Total liabilities (EOY)
$0
Net assets (EOY)
$20,152,073
Net assets (BOY)
$17,044,629

Income & contributions

Employer contributions
$462,944
Participant contributions
$1,021,826
Total contributions
$1,484,770
Total income / additions
$4,842,684

Expenses & distributions

Benefits paid
$1,688,185
Administrative expenses
$47,055
Total expenses
$1,735,240
Net increase / (decrease)
$3,107,444

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$47,415$02023

Related Form 5500 pages